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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 | $90,937 | $92,684-1.9% | $82,706+10.0% | $134,509-32.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.25% | 945.84%-963.1pp | 701.76%-719.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $4,048 | $3,272+23.7% | $3,007+34.6% | $4,741-14.6% |
| Participant deferral / active EE | $14,298 | $4,800+197.9% | $4,394+225.4% | $6,400+123.4% |
| Admin fee / account holder | $623 | $5,982-89.6% | $5,329-88.3% | $11,427-94.5% |