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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 | $110,124 | $90,607+21.5% | $79,467+38.6% | $135,380-18.7% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -7.42% | 977.74%-985.2pp | 718.30%-725.7pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,479 | $3,068-51.8% | $2,800-47.2% | $4,779-69.1% |
| Participant deferral / active EE | $3,043 | $4,050-24.9% | $3,704-17.8% | $5,609-45.8% |
| Admin fee / account holder | $11,769 | $5,895+99.6% | $5,104+130.6% | $10,828+8.7% |