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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 | $81,038 | $92,766-12.6% | $82,763-2.1% | $134,545-39.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -15.86% | 946.97%-962.8pp | 702.45%-718.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $2,108 | $3,273-35.6% | $3,008-29.9% | $4,742-55.5% |
| Participant deferral / active EE | $3,158 | $4,802-34.2% | $4,395-28.1% | $6,401-50.7% |
| Admin fee / account holder | $6,571 | $5,978+9.9% | $5,325+23.4% | $11,431-42.5% |