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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 | $136,312 | $180,459-24.5% | $154,108-11.5% | $135,380+0.7% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -4.54% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,994 | $6,035-50.4% | $5,298-43.5% | $4,779-37.3% |
| Participant deferral / active EE | $6,668 | $5,806+14.8% | $5,081+31.2% | $5,609+18.9% |
| Admin fee / account holder | $5,769 | $16,145-64.3% | $13,411-57.0% | $10,828-46.7% |