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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 | $113,028 | $92,743+21.9% | $82,744+36.6% | $134,532-16.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -18.41% | 946.63%-965.0pp | 702.22%-720.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,530 | $3,273-22.7% | $3,008-15.9% | $4,741-46.6% |
| Participant deferral / active EE | $13,187 | $4,802+174.6% | $4,395+200.1% | $6,401+106.0% |
| Admin fee / account holder | $6,990 | $5,977+16.9% | $5,325+31.3% | $11,429-38.8% |