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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 | $54,162 | $138,078-60.8% | $125,363-56.8% | $134,509-59.7% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -14.81% | 750.49%-765.3pp | 572.15%-587.0pp | 418.13%-432.9pp |
| Employer contribution / active EE | $3,439 | $5,245-34.4% | $4,815-28.6% | $4,741-27.5% |
| Participant deferral / active EE | $8,916 | $7,800+14.3% | $7,447+19.7% | $6,400+39.3% |
| Admin fee / account holder | $25,757 | $11,566+122.7% | $10,005+157.4% | $11,427+125.4% |