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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 | $78,122 | $92,743-15.8% | $82,744-5.6% | $134,532-41.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -19.52% | 946.63%-966.2pp | 702.22%-721.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $5,809 | $3,273+77.5% | $3,008+93.1% | $4,741+22.5% |
| Participant deferral / active EE | $12,569 | $4,802+161.8% | $4,395+186.0% | $6,401+96.4% |
| Admin fee / account holder | $607 | $5,977-89.8% | $5,325-88.6% | $11,429-94.7% |