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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 | $92,188 | $92,684-0.5% | $82,706+11.5% | $134,509-31.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -16.45% | 945.84%-962.3pp | 701.76%-718.2pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,104 | $3,272-66.3% | $3,007-63.3% | $4,741-76.7% |
| Participant deferral / active EE | $3,049 | $4,800-36.5% | $4,394-30.6% | $6,400-52.4% |
| Admin fee / account holder | $2,127 | $5,982-64.4% | $5,329-60.1% | $11,427-81.4% |