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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 | $103,386 | $138,114-25.1% | $125,391-17.5% | $134,545-23.2% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -11.46% | 750.88%-762.3pp | 572.41%-583.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $4,427 | $5,246-15.6% | $4,816-8.1% | $4,742-6.6% |
| Participant deferral / active EE | $5,441 | $7,801-30.3% | $7,448-27.0% | $6,401-15.0% |
| Admin fee / account holder | $26,399 | $11,570+128.2% | $10,009+163.8% | $11,431+130.9% |