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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 | $35,023 | $92,766-62.2% | $82,763-57.7% | $134,545-74.0% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -17.12% | 946.97%-964.1pp | 702.45%-719.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $4,064 | $3,273+24.2% | $3,008+35.1% | $4,742-14.3% |
| Participant deferral / active EE | $5,194 | $4,802+8.2% | $4,395+18.2% | $6,401-18.9% |
| Admin fee / account holder | $6,019 | $5,978+0.7% | $5,325+13.0% | $11,431-47.3% |