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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 | $130,043 | $92,766+40.2% | $82,763+57.1% | $134,545-3.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.7pp | 81.2%+11.1pp |
| Annual return | -15.12% | 946.97%-962.1pp | 702.45%-717.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $4,980 | $3,273+52.2% | $3,008+65.6% | $4,742+5.0% |
| Participant deferral / active EE | $6,531 | $4,802+36.0% | $4,395+48.6% | $6,401+2.0% |
| Admin fee / account holder | $18,088 | $5,978+202.6% | $5,325+239.7% | $11,431+58.2% |