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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 | $143,174 | $90,617+58.0% | $79,476+80.1% | $135,382+5.8% |
| Participation rate | 90.5% | 76.1%+14.4pp | 73.3%+17.1pp | 82.6%+7.8pp |
| Annual return | -5.97% | 977.57%-983.5pp | 718.21%-724.2pp | 519.77%-525.7pp |
| Employer contribution / active EE | $7,686 | $3,068+150.5% | $2,800+174.5% | $4,779+60.8% |
| Participant deferral / active EE | $8,108 | $4,050+100.2% | $3,704+118.9% | $5,609+44.6% |
| Admin fee / account holder | $2,190 | $5,907-62.9% | $5,113-57.2% | $10,829-79.8% |