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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 | $62,575 | $92,766-32.5% | $82,763-24.4% | $134,545-53.5% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -15.22% | 946.97%-962.2pp | 702.45%-717.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $3,934 | $3,273+20.2% | $3,008+30.8% | $4,742-17.0% |
| Participant deferral / active EE | $2,236 | $4,802-53.4% | $4,395-49.1% | $6,401-65.1% |
| Admin fee / account holder | $7,369 | $5,978+23.3% | $5,325+38.4% | $11,431-35.5% |