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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 | $97,346 | $138,102-29.5% | $125,381-22.4% | $134,532-27.6% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -20.27% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $4,458 | $5,245-15.0% | $4,815-7.4% | $4,741-6.0% |
| Participant deferral / active EE | $16,425 | $7,801+110.6% | $7,448+120.5% | $6,401+156.6% |
| Admin fee / account holder | $620 | $11,568-94.6% | $10,007-93.8% | $11,429-94.6% |