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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 | $62,519 | $90,607-31.0% | $79,467-21.3% | $135,380-53.8% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -4.57% | 977.74%-982.3pp | 718.30%-722.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,109 | $3,068+1.4% | $2,800+11.0% | $4,779-34.9% |
| Participant deferral / active EE | $4,476 | $4,050+10.5% | $3,704+20.8% | $5,609-20.2% |
| Admin fee / account holder | $20,380 | $5,895+245.7% | $5,104+299.3% | $10,828+88.2% |