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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 | $88,342 | $138,102-36.0% | $125,381-29.5% | $134,532-34.3% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -15.76% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $9,768 | $5,245+86.2% | $4,815+102.9% | $4,741+106.0% |
| Participant deferral / active EE | $7,031 | $7,801-9.9% | $7,448-5.6% | $6,401+9.8% |
| Admin fee / account holder | $4,334 | $11,568-62.5% | $10,007-56.7% | $11,429-62.1% |