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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 | $129,854 | $90,607+43.3% | $79,467+63.4% | $135,380-4.1% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -3.74% | 977.74%-981.5pp | 718.30%-722.0pp | 519.81%-523.5pp |
| Employer contribution / active EE | $12,954 | $3,068+322.3% | $2,800+362.6% | $4,779+171.1% |
| Participant deferral / active EE | $11,306 | $4,050+179.1% | $3,704+205.2% | $5,609+101.6% |
| Admin fee / account holder | $50,912 | $5,895+763.6% | $5,104+897.5% | $10,828+370.2% |