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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 | $30,059 | $92,743-67.6% | $82,744-63.7% | $134,532-77.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -19.77% | 946.63%-966.4pp | 702.22%-722.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,624 | $3,273-19.8% | $3,008-12.8% | $4,741-44.7% |
| Participant deferral / active EE | $2,882 | $4,802-40.0% | $4,395-34.4% | $6,401-55.0% |
| Admin fee / account holder | $8,639 | $5,977+44.5% | $5,325+62.2% | $11,429-24.4% |