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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 | $69,181 | $82,630-16.3% | $64,105+7.9% | $125,393-44.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | -3.66% | 1489.72%-1493.4pp | 791.24%-794.9pp | 282.23%-285.9pp |
| Employer contribution / active EE | $4,779 | $2,671+78.9% | $1,820+162.6% | $4,866-1.8% |
| Participant deferral / active EE | $3,365 | $3,608-6.8% | $2,822+19.3% | $5,351-37.1% |
| Admin fee / account holder | $1,496 | $6,382-76.6% | $4,499-66.7% | $9,541-84.3% |