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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 | $130,645 | $92,766+40.8% | $82,763+57.9% | $134,545-2.9% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.6%+3.6pp | 81.2%-5.0pp |
| Annual return | -8.72% | 946.97%-955.7pp | 702.45%-711.2pp | 418.37%-427.1pp |
| Employer contribution / active EE | $3,941 | $3,273+20.4% | $3,008+31.0% | $4,742-16.9% |
| Participant deferral / active EE | $4,676 | $4,802-2.6% | $4,395+6.4% | $6,401-26.9% |
| Admin fee / account holder | $12,896 | $5,978+115.7% | $5,325+142.2% | $11,431+12.8% |