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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 | $159,053 | $92,766+71.5% | $82,763+92.2% | $134,545+18.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.10% | 946.97%-965.1pp | 702.45%-720.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,933 | $3,273-10.4% | $3,008-2.5% | $4,742-38.1% |
| Participant deferral / active EE | $8,803 | $4,802+83.3% | $4,395+100.3% | $6,401+37.5% |
| Admin fee / account holder | $3,327 | $5,978-44.3% | $5,325-37.5% | $11,431-70.9% |