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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 | $71,548 | $92,766-22.9% | $82,763-13.6% | $134,545-46.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -17.27% | 946.97%-964.2pp | 702.45%-719.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,018 | $3,273-7.8% | $3,008+0.3% | $4,742-36.3% |
| Participant deferral / active EE | $4,955 | $4,802+3.2% | $4,395+12.7% | $6,401-22.6% |
| Admin fee / account holder | $6,042 | $5,978+1.1% | $5,325+13.5% | $11,431-47.1% |