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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 | $83,272 | $92,743-10.2% | $82,744+0.6% | $134,532-38.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -20.09% | 946.63%-966.7pp | 702.22%-722.3pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,690 | $3,273+12.7% | $3,008+22.7% | $4,741-22.2% |
| Participant deferral / active EE | $8,750 | $4,802+82.2% | $4,395+99.1% | $6,401+36.7% |
| Admin fee / account holder | $7,875 | $5,977+31.7% | $5,325+47.9% | $11,429-31.1% |