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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 | $75,988 | $90,606-16.1% | $79,466-4.4% | $135,379-43.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -5.51% | 977.69%-983.2pp | 718.28%-723.8pp | 519.79%-525.3pp |
| Employer contribution / active EE | $4,289 | $3,068+39.8% | $2,800+53.2% | $4,779-10.3% |
| Participant deferral / active EE | $6,970 | $4,050+72.1% | $3,704+88.2% | $5,609+24.3% |
| Admin fee / account holder | $22,218 | $5,895+276.9% | $5,104+335.3% | $10,828+105.2% |