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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 | $90,321 | $92,684-2.5% | $82,706+9.2% | $134,509-32.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.69% | 945.84%-965.5pp | 701.76%-721.5pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,724 | $3,272-47.3% | $3,007-42.7% | $4,741-63.6% |
| Participant deferral / active EE | $3,966 | $4,800-17.4% | $4,394-9.7% | $6,400-38.0% |
| Admin fee / account holder | $12,912 | $5,982+115.8% | $5,329+142.3% | $11,427+13.0% |