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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 | $73,327 | $92,743-20.9% | $82,744-11.4% | $134,532-45.5% |
| Participation rate | 93.8% | 75.2%+18.5pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -14.56% | 946.63%-961.2pp | 702.22%-716.8pp | 418.27%-432.8pp |
| Employer contribution / active EE | $4,275 | $3,273+30.6% | $3,008+42.1% | $4,741-9.8% |
| Participant deferral / active EE | $5,679 | $4,802+18.3% | $4,395+29.2% | $6,401-11.3% |
| Admin fee / account holder | $310 | $5,977-94.8% | $5,325-94.2% | $11,429-97.3% |