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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,090 | $90,607+39.2% | $79,467+58.7% | $135,380-6.9% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -6.06% | 977.74%-983.8pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $10,465 | $3,068+241.1% | $2,800+273.7% | $4,779+119.0% |
| Participant deferral / active EE | $12,512 | $4,050+208.9% | $3,704+237.8% | $5,609+123.1% |
| Admin fee / account holder | $928 | $5,895-84.3% | $5,104-81.8% | $10,828-91.4% |