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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 | $185,813 | $106,551+74.4% | $91,225+103.7% | $134,532+38.1% |
| Participation rate | 76.5% | 76.8%-0.3pp | 73.2%+3.3pp | 81.2%-4.8pp |
| Annual return | -19.46% | 160.78%-180.2pp | 114.12%-133.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,183 | $3,331-34.5% | $2,851-23.4% | $4,741-54.0% |
| Participant deferral / active EE | $3,354 | $4,718-28.9% | $4,233-20.8% | $6,401-47.6% |
| Admin fee / account holder | $6,097 | $6,234-2.2% | $5,422+12.4% | $11,429-46.7% |