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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 | $68,507 | $138,068-50.4% | $125,358-45.4% | $134,493-49.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.61% | 750.30%-766.9pp | 572.03%-588.6pp | 418.01%-434.6pp |
| Employer contribution / active EE | $4,395 | $5,244-16.2% | $4,814-8.7% | $4,740-7.3% |
| Participant deferral / active EE | $15,115 | $7,799+93.8% | $7,447+103.0% | $6,400+136.2% |
| Admin fee / account holder | $750 | $11,568-93.5% | $10,007-92.5% | $11,425-93.4% |