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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 | $156,455 | $90,617+72.7% | $79,476+96.9% | $135,382+15.6% |
| Participation rate | 81.8% | 76.1%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -5.62% | 977.57%-983.2pp | 718.21%-723.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $3,711 | $3,068+21.0% | $2,800+32.5% | $4,779-22.3% |
| Participant deferral / active EE | $5,550 | $4,050+37.0% | $3,704+49.8% | $5,609-1.0% |
| Admin fee / account holder | $8,152 | $5,907+38.0% | $5,113+59.4% | $10,829-24.7% |