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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 | $108,876 | $90,617+20.2% | $79,476+37.0% | $135,382-19.6% |
| Participation rate | 95.5% | 76.1%+19.4pp | 73.3%+22.1pp | 82.6%+12.8pp |
| Annual return | -5.37% | 977.57%-982.9pp | 718.21%-723.6pp | 519.77%-525.1pp |
| Employer contribution / active EE | $9,091 | $3,068+196.3% | $2,800+224.6% | $4,779+90.2% |
| Participant deferral / active EE | $3,809 | $4,050-6.0% | $3,704+2.8% | $5,609-32.1% |
| Admin fee / account holder | $22,922 | $5,907+288.0% | $5,113+348.3% | $10,829+111.7% |