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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 | $78,478 | $92,684-15.3% | $82,706-5.1% | $134,509-41.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.14% | 945.84%-965.0pp | 701.76%-720.9pp | 418.13%-437.3pp |
| Employer contribution / active EE | $3,930 | $3,272+20.1% | $3,007+30.7% | $4,741-17.1% |
| Participant deferral / active EE | $8,377 | $4,800+74.5% | $4,394+90.7% | $6,400+30.9% |
| Admin fee / account holder | $366 | $5,982-93.9% | $5,329-93.1% | $11,427-96.8% |