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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 | $144,562 | $90,607+59.5% | $79,467+81.9% | $135,380+6.8% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -6.55% | 977.74%-984.3pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $5,748 | $3,068+87.4% | $2,800+105.3% | $4,779+20.3% |
| Participant deferral / active EE | $4,601 | $4,050+13.6% | $3,704+24.2% | $5,609-18.0% |
| Admin fee / account holder | $2,635 | $5,895-55.3% | $5,104-48.4% | $10,828-75.7% |