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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 | $92,412 | $97,761-5.5% | $83,850+10.2% | $135,382-31.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.03% | 1287.44%-1293.5pp | 850.92%-857.0pp | 519.77%-525.8pp |
| Employer contribution / active EE | $2,342 | $4,222-44.5% | $3,631-35.5% | $4,779-51.0% |
| Participant deferral / active EE | $6,172 | $4,682+31.8% | $4,082+51.2% | $5,609+10.0% |
| Admin fee / account holder | $4,218 | $6,674-36.8% | $5,478-23.0% | $10,829-61.0% |