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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 | $90,133 | $90,606-0.5% | $79,466+13.4% | $135,379-33.4% |
| Participation rate | 95.7% | 76.0%+19.6pp | 73.3%+22.3pp | 82.6%+13.0pp |
| Annual return | -9.25% | 977.69%-986.9pp | 718.28%-727.5pp | 519.79%-529.0pp |
| Employer contribution / active EE | $4,275 | $3,068+39.4% | $2,800+52.7% | $4,779-10.5% |
| Participant deferral / active EE | $12,893 | $4,050+218.3% | $3,704+248.1% | $5,609+129.9% |
| Admin fee / account holder | $4,657 | $5,895-21.0% | $5,104-8.8% | $10,828-57.0% |