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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 | $79,556 | $92,743-14.2% | $82,744-3.9% | $134,532-40.9% |
| Participation rate | 94.4% | 75.2%+19.2pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -12.85% | 946.63%-959.5pp | 702.22%-715.1pp | 418.27%-431.1pp |
| Employer contribution / active EE | $5,813 | $3,273+77.6% | $3,008+93.3% | $4,741+22.6% |
| Participant deferral / active EE | $4,324 | $4,802-10.0% | $4,395-1.6% | $6,401-32.5% |
| Admin fee / account holder | $7,298 | $5,977+22.1% | $5,325+37.1% | $11,429-36.1% |