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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 | $93,453 | $138,102-32.3% | $125,381-25.5% | $134,532-30.5% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -15.35% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $11,323 | $5,245+115.9% | $4,815+135.1% | $4,741+138.8% |
| Participant deferral / active EE | $6,981 | $7,801-10.5% | $7,448-6.3% | $6,401+9.1% |
| Admin fee / account holder | $690 | $11,568-94.0% | $10,007-93.1% | $11,429-94.0% |