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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 | $124,362 | $138,114-10.0% | $125,391-0.8% | $134,545-7.6% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -15.19% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $3,608 | $5,246-31.2% | $4,816-25.1% | $4,742-23.9% |
| Participant deferral / active EE | $13,324 | $7,801+70.8% | $7,448+78.9% | $6,401+108.1% |
| Admin fee / account holder | $15,779 | $11,570+36.4% | $10,009+57.7% | $11,431+38.0% |