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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 | $101,372 | $138,102-26.6% | $125,381-19.1% | $134,532-24.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.57% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.8pp |
| Employer contribution / active EE | $8,058 | $5,245+53.6% | $4,815+67.3% | $4,741+70.0% |
| Participant deferral / active EE | $6,427 | $7,801-17.6% | $7,448-13.7% | $6,401+0.4% |
| Admin fee / account holder | $308 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |