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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 | $65,656 | $92,743-29.2% | $82,744-20.7% | $134,532-51.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -18.06% | 946.63%-964.7pp | 702.22%-720.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $5,683 | $3,273+73.7% | $3,008+88.9% | $4,741+19.9% |
| Participant deferral / active EE | $5,683 | $4,802+18.4% | $4,395+29.3% | $6,401-11.2% |
| Admin fee / account holder | $2,571 | $5,977-57.0% | $5,325-51.7% | $11,429-77.5% |