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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 | $104,433 | $92,684+12.7% | $82,706+26.3% | $134,509-22.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -12.51% | 945.84%-958.4pp | 701.76%-714.3pp | 418.13%-430.6pp |
| Employer contribution / active EE | $2,457 | $3,272-24.9% | $3,007-18.3% | $4,741-48.2% |
| Participant deferral / active EE | $6,514 | $4,800+35.7% | $4,394+48.3% | $6,400+1.8% |
| Admin fee / account holder | $1,137 | $5,982-81.0% | $5,329-78.7% | $11,427-90.1% |