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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 | $95,717 | $138,102-30.7% | $125,381-23.7% | $134,532-28.9% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -15.25% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $11,020 | $5,245+110.1% | $4,815+128.9% | $4,741+132.4% |
| Participant deferral / active EE | $6,539 | $7,801-16.2% | $7,448-12.2% | $6,401+2.2% |
| Admin fee / account holder | $3,351 | $11,568-71.0% | $10,007-66.5% | $11,429-70.7% |