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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 | $100,504 | $138,114-27.2% | $125,391-19.8% | $134,545-25.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -16.67% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,832 | $5,246-46.0% | $4,816-41.2% | $4,742-40.3% |
| Participant deferral / active EE | $9,034 | $7,801+15.8% | $7,448+21.3% | $6,401+41.1% |
| Admin fee / account holder | $14,937 | $11,570+29.1% | $10,009+49.2% | $11,431+30.7% |