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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 | $109,342 | $138,102-20.8% | $125,381-12.8% | $134,532-18.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.62% | 750.73%-765.3pp | 572.31%-586.9pp | 418.27%-432.9pp |
| Employer contribution / active EE | $8,437 | $5,245+60.8% | $4,815+75.2% | $4,741+78.0% |
| Participant deferral / active EE | $10,895 | $7,801+39.7% | $7,448+46.3% | $6,401+70.2% |
| Admin fee / account holder | $31,306 | $11,568+170.6% | $10,007+212.8% | $11,429+173.9% |