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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 | $150,303 | $92,743+62.1% | $82,744+81.6% | $134,532+11.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.91% | 946.63%-965.5pp | 702.22%-721.1pp | 418.27%-437.2pp |
| Employer contribution / active EE | $9,122 | $3,273+178.7% | $3,008+203.3% | $4,741+92.4% |
| Participant deferral / active EE | $7,679 | $4,802+59.9% | $4,395+74.7% | $6,401+20.0% |
| Admin fee / account holder | $1,261 | $5,977-78.9% | $5,325-76.3% | $11,429-89.0% |