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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 | $83,358 | $88,585-5.9% | $69,884+19.3% | $134,532-38.0% |
| Participation rate | 95.8% | 74.9%+20.9pp | 70.5%+25.4pp | 81.2%+14.6pp |
| Annual return | -16.37% | 442.80%-459.2pp | 190.81%-207.2pp | 418.27%-434.6pp |
| Employer contribution / active EE | $3,918 | $3,235+21.1% | $2,560+53.1% | $4,741-17.4% |
| Participant deferral / active EE | $4,405 | $4,770-7.6% | $3,848+14.5% | $6,401-31.2% |
| Admin fee / account holder | $5,542 | $10,441-46.9% | $6,266-11.6% | $11,429-51.5% |