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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 | $70,984 | $92,766-23.5% | $82,763-14.2% | $134,545-47.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -14.00% | 946.97%-961.0pp | 702.45%-716.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $4,832 | $3,273+47.6% | $3,008+60.6% | $4,742+1.9% |
| Participant deferral / active EE | $6,149 | $4,802+28.0% | $4,395+39.9% | $6,401-3.9% |
| Admin fee / account holder | $2,203 | $5,978-63.1% | $5,325-58.6% | $11,431-80.7% |