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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 | $95,791 | $90,607+5.7% | $79,467+20.5% | $135,380-29.2% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -5.74% | 977.74%-983.5pp | 718.30%-724.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,612 | $3,068-14.8% | $2,800-6.7% | $4,779-45.3% |
| Participant deferral / active EE | $4,952 | $4,050+22.3% | $3,704+33.7% | $5,609-11.7% |
| Admin fee / account holder | $9,419 | $5,895+59.8% | $5,104+84.5% | $10,828-13.0% |