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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 | $70,559 | $92,766-23.9% | $82,763-14.7% | $134,545-47.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -20.29% | 946.97%-967.3pp | 702.45%-722.7pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,158 | $3,273-64.6% | $3,008-61.5% | $4,742-75.6% |
| Participant deferral / active EE | $10,151 | $4,802+111.4% | $4,395+131.0% | $6,401+58.6% |
| Admin fee / account holder | $2,172 | $5,978-63.7% | $5,325-59.2% | $11,431-81.0% |