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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 | $97,274 | $92,743+4.9% | $82,744+17.6% | $134,532-27.7% |
| Participation rate | 70.8% | 75.2%-4.4pp | 72.6%-1.7pp | 81.2%-10.4pp |
| Annual return | -15.80% | 946.63%-962.4pp | 702.22%-718.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,880 | $3,273-12.0% | $3,008-4.2% | $4,741-39.2% |
| Participant deferral / active EE | $2,326 | $4,802-51.6% | $4,395-47.1% | $6,401-63.7% |
| Admin fee / account holder | $1,256 | $5,977-79.0% | $5,325-76.4% | $11,429-89.0% |