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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 | $114,877 | $90,606+26.8% | $79,466+44.6% | $135,379-15.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -8.66% | 977.69%-986.4pp | 718.28%-726.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $2,890 | $3,068-5.8% | $2,800+3.2% | $4,779-39.5% |
| Participant deferral / active EE | $1,213 | $4,050-70.1% | $3,704-67.3% | $5,609-78.4% |
| Admin fee / account holder | $1,160 | $5,895-80.3% | $5,104-77.3% | $10,828-89.3% |