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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 | $134,478 | $90,607+48.4% | $79,467+69.2% | $135,380-0.7% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -3.58% | 977.74%-981.3pp | 718.30%-721.9pp | 519.81%-523.4pp |
| Employer contribution / active EE | $7,152 | $3,068+133.1% | $2,800+155.4% | $4,779+49.6% |
| Participant deferral / active EE | $4,782 | $4,050+18.1% | $3,704+29.1% | $5,609-14.7% |
| Admin fee / account holder | $2,012 | $5,895-65.9% | $5,104-60.6% | $10,828-81.4% |