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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 | $106,775 | $138,102-22.7% | $125,381-14.8% | $134,532-20.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.16% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $10,924 | $5,245+108.3% | $4,815+126.9% | $4,741+130.4% |
| Participant deferral / active EE | $9,108 | $7,801+16.8% | $7,448+22.3% | $6,401+42.3% |
| Admin fee / account holder | $9,623 | $11,568-16.8% | $10,007-3.8% | $11,429-15.8% |