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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 | $45,129 | $92,766-51.4% | $82,763-45.5% | $134,545-66.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -19.50% | 946.97%-966.5pp | 702.45%-721.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $6,021 | $3,273+84.0% | $3,008+100.2% | $4,742+27.0% |
| Participant deferral / active EE | $5,283 | $4,802+10.0% | $4,395+20.2% | $6,401-17.5% |
| Admin fee / account holder | $2,860 | $5,978-52.2% | $5,325-46.3% | $11,431-75.0% |