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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 | $87,085 | $138,078-36.9% | $125,363-30.5% | $134,509-35.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.67% | 750.49%-767.2pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $4,501 | $5,245-14.2% | $4,815-6.5% | $4,741-5.0% |
| Participant deferral / active EE | $7,675 | $7,800-1.6% | $7,447+3.1% | $6,400+19.9% |
| Admin fee / account holder | $950 | $11,566-91.8% | $10,005-90.5% | $11,427-91.7% |