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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 | $53,708 | $92,743-42.1% | $82,744-35.1% | $134,532-60.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.80% | 946.63%-963.4pp | 702.22%-719.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $4,706 | $3,273+43.8% | $3,008+56.4% | $4,741-0.7% |
| Participant deferral / active EE | $8,842 | $4,802+84.1% | $4,395+101.2% | $6,401+38.1% |
| Admin fee / account holder | $2,351 | $5,977-60.7% | $5,325-55.8% | $11,429-79.4% |