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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 | $98,294 | $138,114-28.8% | $125,391-21.6% | $134,545-26.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -18.48% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $17,906 | $5,246+241.3% | $4,816+271.8% | $4,742+277.6% |
| Participant deferral / active EE | $9,640 | $7,801+23.6% | $7,448+29.4% | $6,401+50.6% |
| Admin fee / account holder | $3,712 | $11,570-67.9% | $10,009-62.9% | $11,431-67.5% |