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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 | $89,100 | $138,114-35.5% | $125,391-28.9% | $134,545-33.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.94% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $9,834 | $5,246+87.5% | $4,816+104.2% | $4,742+107.4% |
| Participant deferral / active EE | $6,849 | $7,801-12.2% | $7,448-8.0% | $6,401+7.0% |
| Admin fee / account holder | $16,118 | $11,570+39.3% | $10,009+61.0% | $11,431+41.0% |