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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 | $92,684-30.2% | $82,706-21.7% | $134,509-51.9% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.9pp | 81.2%+9.2pp |
| Annual return | -16.27% | 945.84%-962.1pp | 701.76%-718.0pp | 418.13%-434.4pp |
| Employer contribution / active EE | $5,868 | $3,272+79.4% | $3,007+95.1% | $4,741+23.8% |
| Participant deferral / active EE | $10,463 | $4,800+118.0% | $4,394+138.2% | $6,400+63.5% |
| Admin fee / account holder | $7,732 | $5,982+29.3% | $5,329+45.1% | $11,427-32.3% |