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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 | $195,078 | $90,606+115.3% | $79,466+145.5% | $135,379+44.1% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -8.55% | 977.69%-986.2pp | 718.28%-726.8pp | 519.79%-528.3pp |
| Employer contribution / active EE | $3,137 | $3,068+2.3% | $2,800+12.0% | $4,779-34.3% |
| Participant deferral / active EE | $7,815 | $4,050+92.9% | $3,704+111.0% | $5,609+39.3% |
| Admin fee / account holder | $5,066 | $5,895-14.1% | $5,104-0.7% | $10,828-53.2% |