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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 | $85,627 | $138,102-38.0% | $125,381-31.7% | $134,532-36.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.09% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $10,251 | $5,245+95.4% | $4,815+112.9% | $4,741+116.2% |
| Participant deferral / active EE | $10,226 | $7,801+31.1% | $7,448+37.3% | $6,401+59.8% |
| Admin fee / account holder | $632 | $11,568-94.5% | $10,007-93.7% | $11,429-94.5% |