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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 | $109,215 | $138,102-20.9% | $125,381-12.9% | $134,532-18.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.67% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,805 | $5,245-65.6% | $4,815-62.5% | $4,741-61.9% |
| Participant deferral / active EE | $11,382 | $7,801+45.9% | $7,448+52.8% | $6,401+77.8% |
| Admin fee / account holder | $14,989 | $11,568+29.6% | $10,007+49.8% | $11,429+31.2% |