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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 | $68,833 | $92,766-25.8% | $82,763-16.8% | $134,545-48.8% |
| Participation rate | 95.7% | 75.2%+20.4pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | -12.60% | 946.97%-959.6pp | 702.45%-715.0pp | 418.37%-431.0pp |
| Employer contribution / active EE | $2,270 | $3,273-30.6% | $3,008-24.5% | $4,742-52.1% |
| Participant deferral / active EE | $4,895 | $4,802+1.9% | $4,395+11.4% | $6,401-23.5% |
| Admin fee / account holder | $682 | $5,978-88.6% | $5,325-87.2% | $11,431-94.0% |