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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 | $88,139 | $138,114-36.2% | $125,391-29.7% | $134,545-34.5% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -19.01% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $8,248 | $5,246+57.2% | $4,816+71.3% | $4,742+74.0% |
| Participant deferral / active EE | $7,788 | $7,801-0.2% | $7,448+4.6% | $6,401+21.7% |
| Admin fee / account holder | $2,628 | $11,570-77.3% | $10,009-73.7% | $11,431-77.0% |