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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 | $58,502 | $138,078-57.6% | $125,363-53.3% | $134,509-56.5% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -19.83% | 750.49%-770.3pp | 572.15%-592.0pp | 418.13%-438.0pp |
| Employer contribution / active EE | $2,850 | $5,245-45.7% | $4,815-40.8% | $4,741-39.9% |
| Participant deferral / active EE | $7,700 | $7,800-1.3% | $7,447+3.4% | $6,400+20.3% |
| Admin fee / account holder | $21,607 | $11,566+86.8% | $10,005+116.0% | $11,427+89.1% |