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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 | $128,706 | $90,607+42.0% | $79,467+62.0% | $135,380-4.9% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -3.99% | 977.74%-981.7pp | 718.30%-722.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,039 | $3,068-33.5% | $2,800-27.2% | $4,779-57.3% |
| Participant deferral / active EE | $6,888 | $4,050+70.1% | $3,704+86.0% | $5,609+22.8% |
| Admin fee / account holder | $3,892 | $5,895-34.0% | $5,104-23.8% | $10,828-64.1% |