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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 | $82,918 | $92,766-10.6% | $82,763+0.2% | $134,545-38.4% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.9pp | 81.2%+9.2pp |
| Annual return | -4.02% | 946.97%-951.0pp | 702.45%-706.5pp | 418.37%-422.4pp |
| Employer contribution / active EE | $4,933 | $3,273+50.7% | $3,008+64.0% | $4,742+4.0% |
| Participant deferral / active EE | $10,820 | $4,802+125.3% | $4,395+146.2% | $6,401+69.0% |
| Admin fee / account holder | $5,082 | $5,978-15.0% | $5,325-4.6% | $11,431-55.5% |