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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 | $189,571 | $92,766+104.4% | $82,763+129.1% | $134,545+40.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.02% | 946.97%-965.0pp | 702.45%-720.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,409 | $3,273-26.4% | $3,008-19.9% | $4,742-49.2% |
| Participant deferral / active EE | $6,996 | $4,802+45.7% | $4,395+59.2% | $6,401+9.3% |
| Admin fee / account holder | $841 | $5,978-85.9% | $5,325-84.2% | $11,431-92.6% |