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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 | $115,956 | $90,606+28.0% | $79,466+45.9% | $135,379-14.3% |
| Participation rate | 76.5% | 76.0%+0.4pp | 73.3%+3.1pp | 82.6%-6.2pp |
| Annual return | -5.33% | 977.69%-983.0pp | 718.28%-723.6pp | 519.79%-525.1pp |
| Employer contribution / active EE | $11,899 | $3,068+287.9% | $2,800+324.9% | $4,779+149.0% |
| Participant deferral / active EE | $8,166 | $4,050+101.6% | $3,704+120.5% | $5,609+45.6% |
| Admin fee / account holder | $5,495 | $5,895-6.8% | $5,104+7.7% | $10,828-49.2% |