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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 | $130,684 | $138,102-5.4% | $125,381+4.2% | $134,532-2.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -20.18% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.4pp |
| Employer contribution / active EE | $10,413 | $5,245+98.5% | $4,815+116.2% | $4,741+119.6% |
| Participant deferral / active EE | $14,049 | $7,801+80.1% | $7,448+88.6% | $6,401+119.5% |
| Admin fee / account holder | $4,420 | $11,568-61.8% | $10,007-55.8% | $11,429-61.3% |