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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 | $92,766-2.0% | $82,763+9.9% | $134,545-32.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.25% | 946.97%-964.2pp | 702.45%-719.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $4,048 | $3,273+23.7% | $3,008+34.6% | $4,742-14.6% |
| Participant deferral / active EE | $14,298 | $4,802+197.7% | $4,395+225.3% | $6,401+123.4% |
| Admin fee / account holder | $623 | $5,978-89.6% | $5,325-88.3% | $11,431-94.5% |