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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 | $68,619 | $92,684-26.0% | $82,706-17.0% | $134,509-49.0% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -14.83% | 945.84%-960.7pp | 701.76%-716.6pp | 418.13%-433.0pp |
| Employer contribution / active EE | $5,872 | $3,272+79.5% | $3,007+95.2% | $4,741+23.9% |
| Participant deferral / active EE | $9,014 | $4,800+87.8% | $4,394+105.2% | $6,400+40.8% |
| Admin fee / account holder | $895 | $5,982-85.0% | $5,329-83.2% | $11,427-92.2% |