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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 | $129,139 | $92,684+39.3% | $82,706+56.1% | $134,509-4.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -18.09% | 945.84%-963.9pp | 701.76%-719.9pp | 418.13%-436.2pp |
| Employer contribution / active EE | $4,113 | $3,272+25.7% | $3,007+36.7% | $4,741-13.2% |
| Participant deferral / active EE | $6,583 | $4,800+37.1% | $4,394+49.8% | $6,400+2.9% |
| Admin fee / account holder | $3,010 | $5,982-49.7% | $5,329-43.5% | $11,427-73.7% |