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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 | $133,185 | $92,743+43.6% | $82,744+61.0% | $134,532-1.0% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -15.60% | 946.63%-962.2pp | 702.22%-717.8pp | 418.27%-433.9pp |
| Employer contribution / active EE | $3,821 | $3,273+16.8% | $3,008+27.0% | $4,741-19.4% |
| Participant deferral / active EE | $8,928 | $4,802+85.9% | $4,395+103.2% | $6,401+39.5% |
| Admin fee / account holder | $23,603 | $5,977+294.9% | $5,325+343.3% | $11,429+106.5% |