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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 | $92,971 | $138,114-32.7% | $125,391-25.9% | $134,545-30.9% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -13.92% | 750.88%-764.8pp | 572.41%-586.3pp | 418.37%-432.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,621 | $7,801+61.8% | $7,448+69.4% | $6,401+97.2% |
| Admin fee / account holder | $9,388 | $11,570-18.9% | $10,009-6.2% | $11,431-17.9% |