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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 | $90,620 | $138,114-34.4% | $125,391-27.7% | $134,545-32.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -19.71% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $6,489 | $5,246+23.7% | $4,816+34.7% | $4,742+36.8% |
| Participant deferral / active EE | $5,590 | $7,801-28.3% | $7,448-24.9% | $6,401-12.7% |
| Admin fee / account holder | $849 | $11,570-92.7% | $10,009-91.5% | $11,431-92.6% |