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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 | $113,050 | $138,114-18.1% | $125,391-9.8% | $134,545-16.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.52% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $8,127 | $5,246+54.9% | $4,816+68.8% | $4,742+71.4% |
| Participant deferral / active EE | $4,191 | $7,801-46.3% | $7,448-43.7% | $6,401-34.5% |
| Admin fee / account holder | $3,534 | $11,570-69.5% | $10,009-64.7% | $11,431-69.1% |