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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 | $135,476 | $138,114-1.9% | $125,391+8.0% | $134,545+0.7% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -16.40% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $8,491 | $5,246+61.9% | $4,816+76.3% | $4,742+79.1% |
| Participant deferral / active EE | $9,067 | $7,801+16.2% | $7,448+21.7% | $6,401+41.6% |
| Admin fee / account holder | $56,809 | $11,570+391.0% | $10,009+467.6% | $11,431+397.0% |