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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 | $119,762 | $160,059-25.2% | $140,019-14.5% | $135,382-11.5% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -7.29% | 911.44%-918.7pp | 651.15%-658.4pp | 519.77%-527.1pp |
| Employer contribution / active EE | $11,612 | $6,420+80.9% | $5,605+107.2% | $4,779+143.0% |
| Participant deferral / active EE | $9,873 | $7,641+29.2% | $6,927+42.5% | $5,609+76.0% |
| Admin fee / account holder | $35,173 | $13,328+163.9% | $10,705+228.6% | $10,829+224.8% |