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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 | $71,282 | $92,743-23.1% | $82,744-13.9% | $134,532-47.0% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -17.99% | 946.63%-964.6pp | 702.22%-720.2pp | 418.27%-436.3pp |
| Employer contribution / active EE | $4,778 | $3,273+46.0% | $3,008+58.8% | $4,741+0.8% |
| Participant deferral / active EE | $11,012 | $4,802+129.3% | $4,395+150.6% | $6,401+72.0% |
| Admin fee / account holder | $15,991 | $5,977+167.5% | $5,325+200.3% | $11,429+39.9% |