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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 | $55,447 | $92,743-40.2% | $82,744-33.0% | $134,532-58.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -17.47% | 946.63%-964.1pp | 702.22%-719.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,986 | $3,273+21.8% | $3,008+32.5% | $4,741-15.9% |
| Participant deferral / active EE | $9,393 | $4,802+95.6% | $4,395+113.7% | $6,401+46.7% |
| Admin fee / account holder | $17,438 | $5,977+191.7% | $5,325+227.5% | $11,429+52.6% |