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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 | $138,114-50.4% | $125,391-45.4% | $134,545-49.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.61% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $4,395 | $5,246-16.2% | $4,816-8.7% | $4,742-7.3% |
| Participant deferral / active EE | $15,115 | $7,801+93.8% | $7,448+102.9% | $6,401+136.1% |
| Admin fee / account holder | $750 | $11,570-93.5% | $10,009-92.5% | $11,431-93.4% |