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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 | $58,172 | $138,114-57.9% | $125,391-53.6% | $134,545-56.8% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -18.64% | 750.88%-769.5pp | 572.41%-591.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $4,251 | $5,246-19.0% | $4,816-11.7% | $4,742-10.3% |
| Participant deferral / active EE | $8,826 | $7,801+13.1% | $7,448+18.5% | $6,401+37.9% |
| Admin fee / account holder | $1,031 | $11,570-91.1% | $10,009-89.7% | $11,431-91.0% |