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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 | $105,347 | $90,617+16.3% | $79,476+32.6% | $135,382-22.2% |
| Participation rate | 78.9% | 76.1%+2.9pp | 73.3%+5.6pp | 82.6%-3.7pp |
| Annual return | -3.28% | 977.57%-980.8pp | 718.21%-721.5pp | 519.77%-523.0pp |
| Employer contribution / active EE | $421 | $3,068-86.3% | $2,800-85.0% | $4,779-91.2% |
| Participant deferral / active EE | $3,622 | $4,050-10.6% | $3,704-2.2% | $5,609-35.4% |
| Admin fee / account holder | $6,554 | $5,907+10.9% | $5,113+28.2% | $10,829-39.5% |