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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 | $122,652 | $138,114-11.2% | $125,391-2.2% | $134,545-8.8% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -20.67% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $3,653 | $5,246-30.4% | $4,816-24.1% | $4,742-23.0% |
| Participant deferral / active EE | $9,227 | $7,801+18.3% | $7,448+23.9% | $6,401+44.1% |
| Admin fee / account holder | $4,340 | $11,570-62.5% | $10,009-56.6% | $11,431-62.0% |