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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 | $114,294 | $92,766+23.2% | $82,763+38.1% | $134,545-15.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.20% | 946.97%-966.2pp | 702.45%-721.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $3,451 | $3,273+5.4% | $3,008+14.7% | $4,742-27.2% |
| Participant deferral / active EE | $11,864 | $4,802+147.1% | $4,395+169.9% | $6,401+85.3% |
| Admin fee / account holder | $4,307 | $5,978-27.9% | $5,325-19.1% | $11,431-62.3% |