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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 | $92,766-1.4% | $82,763+10.6% | $134,545-32.0% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.7pp | 81.2%+11.1pp |
| Annual return | -18.23% | 946.97%-965.2pp | 702.45%-720.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $5,523 | $3,273+68.7% | $3,008+83.6% | $4,742+16.5% |
| Participant deferral / active EE | $3,767 | $4,802-21.6% | $4,395-14.3% | $6,401-41.2% |
| Admin fee / account holder | $3,082 | $5,978-48.4% | $5,325-42.1% | $11,431-73.0% |