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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 | $101,813 | $138,114-26.3% | $125,391-18.8% | $134,545-24.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.90% | 750.88%-770.8pp | 572.41%-592.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $13,492 | $5,246+157.2% | $4,816+180.2% | $4,742+184.5% |
| Participant deferral / active EE | $9,947 | $7,801+27.5% | $7,448+33.6% | $6,401+55.4% |
| Admin fee / account holder | $973 | $11,570-91.6% | $10,009-90.3% | $11,431-91.5% |