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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 | $59,536 | $138,114-56.9% | $125,391-52.5% | $134,545-55.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.20% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $6,648 | $5,246+26.7% | $4,816+38.0% | $4,742+40.2% |
| Participant deferral / active EE | $9,693 | $7,801+24.2% | $7,448+30.1% | $6,401+51.4% |
| Admin fee / account holder | $31,332 | $11,570+170.8% | $10,009+213.0% | $11,431+174.1% |