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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 | $49,489 | $92,684-46.6% | $82,706-40.2% | $134,509-63.2% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -14.50% | 945.84%-960.3pp | 701.76%-716.3pp | 418.13%-432.6pp |
| Employer contribution / active EE | $4,509 | $3,272+37.8% | $3,007+49.9% | $4,741-4.9% |
| Participant deferral / active EE | $4,253 | $4,800-11.4% | $4,394-3.2% | $6,400-33.5% |
| Admin fee / account holder | $2,394 | $5,982-60.0% | $5,329-55.1% | $11,427-79.1% |