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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 | $92,707-10.6% | $82,726+0.2% | $134,493-38.3% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.9pp | 81.2%+9.3pp |
| Annual return | -4.02% | 945.12%-949.1pp | 701.33%-705.4pp | 418.01%-422.0pp |
| Employer contribution / active EE | $4,933 | $3,274+50.7% | $3,009+64.0% | $4,740+4.1% |
| Participant deferral / active EE | $10,820 | $4,801+125.4% | $4,394+146.2% | $6,400+69.1% |
| Admin fee / account holder | $5,082 | $5,980-15.0% | $5,328-4.6% | $11,425-55.5% |