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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 | $99,213 | $97,761+1.5% | $83,850+18.3% | $135,382-26.7% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -5.36% | 1287.44%-1292.8pp | 850.92%-856.3pp | 519.77%-525.1pp |
| Employer contribution / active EE | $1,433 | $4,222-66.1% | $3,631-60.5% | $4,779-70.0% |
| Participant deferral / active EE | $6,540 | $4,682+39.7% | $4,082+60.2% | $5,609+16.6% |
| Admin fee / account holder | $639 | $6,674-90.4% | $5,478-88.3% | $10,829-94.1% |