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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 | $106,164 | $138,102-23.1% | $125,381-15.3% | $134,532-21.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.89% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,836 | $5,245-45.9% | $4,815-41.1% | $4,741-40.2% |
| Participant deferral / active EE | $4,204 | $7,801-46.1% | $7,448-43.6% | $6,401-34.3% |
| Admin fee / account holder | $1,430 | $11,568-87.6% | $10,007-85.7% | $11,429-87.5% |