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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 | $71,291 | $106,557-33.1% | $91,227-21.9% | $134,545-47.0% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -12.20% | 160.81%-173.0pp | 114.14%-126.3pp | 418.37%-430.6pp |
| Employer contribution / active EE | $5,791 | $3,332+73.8% | $2,851+103.1% | $4,742+22.1% |
| Participant deferral / active EE | $6,446 | $4,719+36.6% | $4,234+52.2% | $6,401+0.7% |
| Admin fee / account holder | $28,372 | $6,235+355.0% | $5,423+423.2% | $11,431+148.2% |