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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 | $112,426 | $180,459-37.7% | $154,108-27.0% | $135,380-17.0% |
| Participation rate | 95.8% | 87.4%+8.4pp | 83.0%+12.8pp | 82.6%+13.2pp |
| Annual return | -5.22% | 888.21%-893.4pp | 735.21%-740.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $4,022 | $6,035-33.4% | $5,298-24.1% | $4,779-15.8% |
| Participant deferral / active EE | $4,407 | $5,806-24.1% | $5,081-13.3% | $5,609-21.4% |
| Admin fee / account holder | $10,861 | $16,145-32.7% | $13,411-19.0% | $10,828+0.3% |