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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 | $109,396 | $92,743+18.0% | $82,744+32.2% | $134,532-18.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.06% | 946.63%-962.7pp | 702.22%-718.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $5,375 | $3,273+64.2% | $3,008+78.7% | $4,741+13.4% |
| Participant deferral / active EE | $4,460 | $4,802-7.1% | $4,395+1.5% | $6,401-30.3% |
| Admin fee / account holder | $8,650 | $5,977+44.7% | $5,325+62.4% | $11,429-24.3% |