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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 | $188,920 | $97,732+93.3% | $83,831+125.4% | $135,380+39.5% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -6.79% | 1287.56%-1294.3pp | 850.99%-857.8pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,574 | $4,222-15.4% | $3,631-1.6% | $4,779-25.2% |
| Participant deferral / active EE | $5,770 | $4,683+23.2% | $4,082+41.4% | $5,609+2.9% |
| Admin fee / account holder | $9,745 | $6,675+46.0% | $5,479+77.9% | $10,828-10.0% |