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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 | $59,795 | $92,766-35.5% | $82,763-27.8% | $134,545-55.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.66% | 946.97%-963.6pp | 702.45%-719.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $1,575 | $3,273-51.9% | $3,008-47.6% | $4,742-66.8% |
| Participant deferral / active EE | $5,878 | $4,802+22.4% | $4,395+33.7% | $6,401-8.2% |
| Admin fee / account holder | $1,123 | $5,978-81.2% | $5,325-78.9% | $11,431-90.2% |