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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 | $92,652 | $138,078-32.9% | $125,363-26.1% | $134,509-31.1% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -15.40% | 750.49%-765.9pp | 572.15%-587.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $11,628 | $5,245+121.7% | $4,815+141.5% | $4,741+145.3% |
| Participant deferral / active EE | $12,238 | $7,800+56.9% | $7,447+64.3% | $6,400+91.2% |
| Admin fee / account holder | $27,211 | $11,566+135.3% | $10,005+172.0% | $11,427+138.1% |