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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 | $61,207 | $92,766-34.0% | $82,763-26.0% | $134,545-54.5% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -16.83% | 946.97%-963.8pp | 702.45%-719.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $6,147 | $3,273+87.8% | $3,008+104.3% | $4,742+29.6% |
| Participant deferral / active EE | $2,972 | $4,802-38.1% | $4,395-32.4% | $6,401-53.6% |
| Admin fee / account holder | $884 | $5,978-85.2% | $5,325-83.4% | $11,431-92.3% |