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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 | $43,911 | $138,102-68.2% | $125,381-65.0% | $134,532-67.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -14.17% | 750.73%-764.9pp | 572.31%-586.5pp | 418.27%-432.4pp |
| Employer contribution / active EE | $2,554 | $5,245-51.3% | $4,815-47.0% | $4,741-46.1% |
| Participant deferral / active EE | $5,475 | $7,801-29.8% | $7,448-26.5% | $6,401-14.5% |
| Admin fee / account holder | $15,420 | $11,568+33.3% | $10,007+54.1% | $11,429+34.9% |