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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 | $83,862 | $92,743-9.6% | $82,744+1.4% | $134,532-37.7% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -14.82% | 946.63%-961.5pp | 702.22%-717.0pp | 418.27%-433.1pp |
| Employer contribution / active EE | $5,685 | $3,273+73.7% | $3,008+89.0% | $4,741+19.9% |
| Participant deferral / active EE | $10,727 | $4,802+123.4% | $4,395+144.1% | $6,401+67.6% |
| Admin fee / account holder | $662 | $5,977-88.9% | $5,325-87.6% | $11,429-94.2% |