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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 | $38,431 | $92,766-58.6% | $82,763-53.6% | $134,545-71.4% |
| Participation rate | 95.7% | 75.2%+20.4pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | -16.52% | 946.97%-963.5pp | 702.45%-719.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,162 | $3,273-3.4% | $3,008+5.1% | $4,742-33.3% |
| Participant deferral / active EE | $7,712 | $4,802+60.6% | $4,395+75.5% | $6,401+20.5% |
| Admin fee / account holder | $3,069 | $5,978-48.7% | $5,325-42.4% | $11,431-73.2% |