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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 | $69,622 | $138,102-49.6% | $125,381-44.5% | $134,532-48.2% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -7.90% | 750.73%-758.6pp | 572.31%-580.2pp | 418.27%-426.2pp |
| Employer contribution / active EE | $7,839 | $5,245+49.5% | $4,815+62.8% | $4,741+65.4% |
| Participant deferral / active EE | $4,695 | $7,801-39.8% | $7,448-37.0% | $6,401-26.6% |
| Admin fee / account holder | $50,388 | $11,568+335.6% | $10,007+403.5% | $11,429+340.9% |