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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 | $14,618 | $92,766-84.2% | $82,763-82.3% | $134,545-89.1% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -11.95% | 946.97%-958.9pp | 702.45%-714.4pp | 418.37%-430.3pp |
| Employer contribution / active EE | $3,560 | $3,273+8.8% | $3,008+18.4% | $4,742-24.9% |
| Participant deferral / active EE | $4,542 | $4,802-5.4% | $4,395+3.3% | $6,401-29.0% |
| Admin fee / account holder | $4,052 | $5,978-32.2% | $5,325-23.9% | $11,431-64.5% |