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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 | $116,767 | $138,114-15.5% | $125,391-6.9% | $134,545-13.2% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -16.46% | 750.88%-767.3pp | 572.41%-588.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $7,697 | $5,246+46.7% | $4,816+59.8% | $4,742+62.3% |
| Participant deferral / active EE | $11,623 | $7,801+49.0% | $7,448+56.1% | $6,401+81.6% |
| Admin fee / account holder | $584 | $11,570-95.0% | $10,009-94.2% | $11,431-94.9% |