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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 | $102,770 | $92,766+10.8% | $82,763+24.2% | $134,545-23.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.62% | 946.97%-963.6pp | 702.45%-719.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $10,989 | $3,273+235.7% | $3,008+265.3% | $4,742+131.8% |
| Participant deferral / active EE | $12,172 | $4,802+153.5% | $4,395+176.9% | $6,401+90.1% |
| Admin fee / account holder | $4,313 | $5,978-27.9% | $5,325-19.0% | $11,431-62.3% |