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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 | $80,342 | $138,078-41.8% | $125,363-35.9% | $134,509-40.3% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -19.87% | 750.49%-770.4pp | 572.15%-592.0pp | 418.13%-438.0pp |
| Employer contribution / active EE | $8,087 | $5,245+54.2% | $4,815+68.0% | $4,741+70.6% |
| Participant deferral / active EE | $12,555 | $7,800+61.0% | $7,447+68.6% | $6,400+96.2% |
| Admin fee / account holder | $7,843 | $11,566-32.2% | $10,005-21.6% | $11,427-31.4% |