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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 | $38,156 | $138,068-72.4% | $125,358-69.6% | $134,493-71.6% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -17.16% | 750.30%-767.5pp | 572.03%-589.2pp | 418.01%-435.2pp |
| Employer contribution / active EE | $6,062 | $5,244+15.6% | $4,814+25.9% | $4,740+27.9% |
| Participant deferral / active EE | $3,345 | $7,799-57.1% | $7,447-55.1% | $6,400-47.7% |
| Admin fee / account holder | $2,105 | $11,568-81.8% | $10,007-79.0% | $11,425-81.6% |