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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 | $120,283 | $82,630+45.6% | $64,105+87.6% | $125,389-4.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -1.87% | 1489.72%-1491.6pp | 791.24%-793.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,711 | $2,671-36.0% | $1,820-6.0% | $4,866-64.8% |
| Participant deferral / active EE | $6,858 | $3,608+90.0% | $2,822+143.0% | $5,352+28.1% |
| Admin fee / account holder | $1,247 | $6,382-80.5% | $4,499-72.3% | $9,541-86.9% |