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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 | $115,319 | $90,607+27.3% | $79,467+45.1% | $135,380-14.8% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -4.48% | 977.74%-982.2pp | 718.30%-722.8pp | 519.81%-524.3pp |
| Employer contribution / active EE | $3,652 | $3,068+19.0% | $2,800+30.4% | $4,779-23.6% |
| Participant deferral / active EE | $9,824 | $4,050+142.5% | $3,704+165.2% | $5,609+75.1% |
| Admin fee / account holder | $8,350 | $5,895+41.6% | $5,104+63.6% | $10,828-22.9% |