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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 | $31,301 | $138,078-77.3% | $125,363-75.0% | $134,509-76.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.62% | 750.49%-767.1pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $12,851 | $5,245+145.0% | $4,815+166.9% | $4,741+171.1% |
| Participant deferral / active EE | $10,012 | $7,800+28.4% | $7,447+34.4% | $6,400+56.4% |
| Admin fee / account holder | $8,912 | $11,566-22.9% | $10,005-10.9% | $11,427-22.0% |