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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 | $79,412 | $138,078-42.5% | $125,363-36.7% | $134,509-41.0% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -17.81% | 750.49%-768.3pp | 572.15%-590.0pp | 418.13%-435.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,218 | $7,800+43.8% | $7,447+50.6% | $6,400+75.3% |
| Admin fee / account holder | $4,818 | $11,566-58.3% | $10,005-51.8% | $11,427-57.8% |