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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 | $92,030 | $90,607+1.6% | $79,467+15.8% | $135,380-32.0% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -2.96% | 977.74%-980.7pp | 718.30%-721.3pp | 519.81%-522.8pp |
| Employer contribution / active EE | $6,782 | $3,068+121.1% | $2,800+142.2% | $4,779+41.9% |
| Participant deferral / active EE | $4,851 | $4,050+19.8% | $3,704+31.0% | $5,609-13.5% |
| Admin fee / account holder | $423 | $5,895-92.8% | $5,104-91.7% | $10,828-96.1% |