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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 | $64,737 | $92,743-30.2% | $82,744-21.8% | $134,532-51.9% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.9pp | 81.2%+9.2pp |
| Annual return | -16.27% | 946.63%-962.9pp | 702.22%-718.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $5,868 | $3,273+79.3% | $3,008+95.1% | $4,741+23.8% |
| Participant deferral / active EE | $10,463 | $4,802+117.9% | $4,395+138.1% | $6,401+63.5% |
| Admin fee / account holder | $7,732 | $5,977+29.4% | $5,325+45.2% | $11,429-32.3% |