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 | $119,333 | $88,590+34.7% | $69,888+70.7% | $134,554-11.3% |
| Participation rate | 90.9% | 74.9%+16.0pp | 70.5%+20.4pp | 81.2%+9.7pp |
| Annual return | -16.16% | 442.93%-459.1pp | 190.87%-207.0pp | 418.46%-434.6pp |
| Employer contribution / active EE | $7,220 | $3,236+123.1% | $2,560+182.0% | $4,742+52.3% |
| Participant deferral / active EE | $5,269 | $4,771+10.4% | $3,849+36.9% | $6,401-17.7% |
| Admin fee / account holder | $5,397 | $10,441-48.3% | $6,267-13.9% | $11,430-52.8% |