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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 | $92,684-23.1% | $82,706-13.8% | $134,509-47.0% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -17.99% | 945.84%-963.8pp | 701.76%-719.7pp | 418.13%-436.1pp |
| Employer contribution / active EE | $4,778 | $3,272+46.0% | $3,007+58.9% | $4,741+0.8% |
| Participant deferral / active EE | $11,012 | $4,800+129.4% | $4,394+150.6% | $6,400+72.0% |
| Admin fee / account holder | $15,991 | $5,982+167.3% | $5,329+200.1% | $11,427+39.9% |