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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 | $130,490 | $92,766+40.7% | $82,763+57.7% | $134,545-3.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -20.66% | 946.97%-967.6pp | 702.45%-723.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $3,624 | $3,273+10.7% | $3,008+20.5% | $4,742-23.6% |
| Participant deferral / active EE | $9,839 | $4,802+104.9% | $4,395+123.9% | $6,401+53.7% |
| Admin fee / account holder | $1,031 | $5,978-82.7% | $5,325-80.6% | $11,431-91.0% |