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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 | $91,499 | $92,684-1.3% | $82,706+10.6% | $134,509-32.0% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -18.23% | 945.84%-964.1pp | 701.76%-720.0pp | 418.13%-436.4pp |
| Employer contribution / active EE | $5,523 | $3,272+68.8% | $3,007+83.6% | $4,741+16.5% |
| Participant deferral / active EE | $3,767 | $4,800-21.5% | $4,394-14.3% | $6,400-41.1% |
| Admin fee / account holder | $3,082 | $5,982-48.5% | $5,329-42.2% | $11,427-73.0% |