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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 | $138,078-38.0% | $125,363-31.7% | $134,509-36.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.09% | 750.49%-768.6pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $10,251 | $5,245+95.4% | $4,815+112.9% | $4,741+116.2% |
| Participant deferral / active EE | $10,226 | $7,800+31.1% | $7,447+37.3% | $6,400+59.8% |
| Admin fee / account holder | $632 | $11,566-94.5% | $10,005-93.7% | $11,427-94.5% |