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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 | $103,570 | $92,766+11.6% | $82,763+25.1% | $134,545-23.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -19.01% | 946.97%-966.0pp | 702.45%-721.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $4,000 | $3,273+22.2% | $3,008+33.0% | $4,742-15.6% |
| Participant deferral / active EE | $6,458 | $4,802+34.5% | $4,395+46.9% | $6,401+0.9% |
| Admin fee / account holder | $712 | $5,978-88.1% | $5,325-86.6% | $11,431-93.8% |