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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 | $115,770 | $92,743+24.8% | $82,744+39.9% | $134,532-13.9% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -17.85% | 946.63%-964.5pp | 702.22%-720.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $4,021 | $3,273+22.9% | $3,008+33.7% | $4,741-15.2% |
| Participant deferral / active EE | $8,002 | $4,802+66.7% | $4,395+82.1% | $6,401+25.0% |
| Admin fee / account holder | $1,469 | $5,977-75.4% | $5,325-72.4% | $11,429-87.1% |