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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 | $88,374 | $92,766-4.7% | $82,763+6.8% | $134,545-34.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -9.55% | 946.97%-956.5pp | 702.45%-712.0pp | 418.37%-427.9pp |
| Employer contribution / active EE | $7,558 | $3,273+130.9% | $3,008+151.2% | $4,742+59.4% |
| Participant deferral / active EE | $6,709 | $4,802+39.7% | $4,395+52.6% | $6,401+4.8% |
| Admin fee / account holder | $42,640 | $5,978+613.3% | $5,325+700.7% | $11,431+273.0% |