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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 | $116,028 | $92,766+25.1% | $82,763+40.2% | $134,545-13.8% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.2pp |
| Annual return | -16.78% | 946.97%-963.8pp | 702.45%-719.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $4,330 | $3,273+32.3% | $3,008+43.9% | $4,742-8.7% |
| Participant deferral / active EE | $6,826 | $4,802+42.1% | $4,395+55.3% | $6,401+6.6% |
| Admin fee / account holder | $11,655 | $5,978+95.0% | $5,325+118.9% | $11,431+2.0% |