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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 | $87,388 | $90,607-3.6% | $79,467+10.0% | $135,380-35.4% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -5.25% | 977.74%-983.0pp | 718.30%-723.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $8,475 | $3,068+176.3% | $2,800+202.7% | $4,779+77.3% |
| Participant deferral / active EE | $14,913 | $4,050+268.2% | $3,704+302.6% | $5,609+165.9% |
| Admin fee / account holder | $26,267 | $5,895+345.6% | $5,104+414.6% | $10,828+142.6% |