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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 | $56,933 | $138,102-58.8% | $125,381-54.6% | $134,532-57.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -14.14% | 750.73%-764.9pp | 572.31%-586.4pp | 418.27%-432.4pp |
| Employer contribution / active EE | $2,751 | $5,245-47.6% | $4,815-42.9% | $4,741-42.0% |
| Participant deferral / active EE | $4,734 | $7,801-39.3% | $7,448-36.4% | $6,401-26.0% |
| Admin fee / account holder | $7,020 | $11,568-39.3% | $10,007-29.9% | $11,429-38.6% |