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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 | $87,903 | $88,603-0.8% | $69,890+25.8% | $134,545-34.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -10.57% | 442.93%-453.5pp | 190.84%-201.4pp | 418.37%-428.9pp |
| Employer contribution / active EE | $4,410 | $3,236+36.3% | $2,560+72.3% | $4,742-7.0% |
| Participant deferral / active EE | $8,559 | $4,771+79.4% | $3,848+122.4% | $6,401+33.7% |
| Admin fee / account holder | $5,928 | $10,443-43.2% | $6,267-5.4% | $11,431-48.1% |