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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 | $94,216 | $138,114-31.8% | $125,391-24.9% | $134,545-30.0% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -13.99% | 750.88%-764.9pp | 572.41%-586.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $2,982 | $5,246-43.1% | $4,816-38.1% | $4,742-37.1% |
| Participant deferral / active EE | $7,361 | $7,801-5.6% | $7,448-1.2% | $6,401+15.0% |
| Admin fee / account holder | $36,755 | $11,570+217.7% | $10,009+267.2% | $11,431+221.5% |