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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 | $108,643 | $92,743+17.1% | $82,744+31.3% | $134,532-19.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.63% | 946.63%-963.3pp | 702.22%-718.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $3,608 | $3,273+10.2% | $3,008+19.9% | $4,741-23.9% |
| Participant deferral / active EE | $5,225 | $4,802+8.8% | $4,395+18.9% | $6,401-18.4% |
| Admin fee / account holder | $1,548 | $5,977-74.1% | $5,325-70.9% | $11,429-86.5% |