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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 | $84,939 | $138,114-38.5% | $125,391-32.3% | $134,545-36.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -14.76% | 750.88%-765.6pp | 572.41%-587.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,473 | $5,246-52.9% | $4,816-48.6% | $4,742-47.8% |
| Participant deferral / active EE | $3,590 | $7,801-54.0% | $7,448-51.8% | $6,401-43.9% |
| Admin fee / account holder | $3,001 | $11,570-74.1% | $10,009-70.0% | $11,431-73.7% |