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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 | $124,387 | $138,102-9.9% | $125,381-0.8% | $134,532-7.5% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -16.16% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $9,570 | $5,245+82.5% | $4,815+98.8% | $4,741+101.9% |
| Participant deferral / active EE | $8,441 | $7,801+8.2% | $7,448+13.3% | $6,401+31.9% |
| Admin fee / account holder | $34,676 | $11,568+199.8% | $10,007+246.5% | $11,429+203.4% |