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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 | $89,249 | $92,684-3.7% | $82,706+7.9% | $134,509-33.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -18.71% | 945.84%-964.6pp | 701.76%-720.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $2,459 | $3,272-24.8% | $3,007-18.2% | $4,741-48.1% |
| Participant deferral / active EE | $7,774 | $4,800+62.0% | $4,394+76.9% | $6,400+21.5% |
| Admin fee / account holder | $4,502 | $5,982-24.7% | $5,329-15.5% | $11,427-60.6% |