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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 | $74,126 | $92,743-20.1% | $82,744-10.4% | $134,532-44.9% |
| Participation rate | 85.0% | 75.2%+9.8pp | 72.6%+12.4pp | 81.2%+3.8pp |
| Annual return | -15.91% | 946.63%-962.5pp | 702.22%-718.1pp | 418.27%-434.2pp |
| Employer contribution / active EE | $3,831 | $3,273+17.1% | $3,008+27.4% | $4,741-19.2% |
| Participant deferral / active EE | $9,848 | $4,802+105.1% | $4,395+124.1% | $6,401+53.8% |
| Admin fee / account holder | $3,365 | $5,977-43.7% | $5,325-36.8% | $11,429-70.6% |