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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 | $87,250 | $138,114-36.8% | $125,391-30.4% | $134,545-35.2% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -18.44% | 750.88%-769.3pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,235 | $5,246-38.3% | $4,816-32.8% | $4,742-31.8% |
| Participant deferral / active EE | $14,520 | $7,801+86.1% | $7,448+94.9% | $6,401+126.8% |
| Admin fee / account holder | $8,464 | $11,570-26.8% | $10,009-15.4% | $11,431-26.0% |