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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 | $77,640 | $138,114-43.8% | $125,391-38.1% | $134,545-42.3% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -19.38% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $18,786 | $5,246+258.1% | $4,816+290.1% | $4,742+296.2% |
| Participant deferral / active EE | $37,571 | $7,801+381.6% | $7,448+404.4% | $6,401+486.9% |
| Admin fee / account holder | $27,707 | $11,570+139.5% | $10,009+176.8% | $11,431+142.4% |