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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 | $79,772 | $138,076-42.2% | $123,553-35.4% | $135,380-41.1% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -2.74% | 153.70%-156.4pp | 119.21%-121.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $8,737 | $5,152+69.6% | $4,628+88.8% | $4,779+82.8% |
| Participant deferral / active EE | $3,679 | $6,800-45.9% | $6,426-42.7% | $5,609-34.4% |
| Admin fee / account holder | $23,037 | $10,917+111.0% | $9,284+148.1% | $10,828+112.8% |