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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 | $81,711 | $138,114-40.8% | $125,391-34.8% | $134,545-39.3% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -20.04% | 750.88%-770.9pp | 572.41%-592.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $4,324 | $5,246-17.6% | $4,816-10.2% | $4,742-8.8% |
| Participant deferral / active EE | $12,594 | $7,801+61.4% | $7,448+69.1% | $6,401+96.7% |
| Admin fee / account holder | $2,935 | $11,570-74.6% | $10,009-70.7% | $11,431-74.3% |