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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 | $144,965 | $92,766+56.3% | $82,763+75.2% | $134,545+7.7% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -14.42% | 946.97%-961.4pp | 702.45%-716.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $12,059 | $3,273+268.4% | $3,008+300.9% | $4,742+154.3% |
| Participant deferral / active EE | $12,828 | $4,802+167.1% | $4,395+191.9% | $6,401+100.4% |
| Admin fee / account holder | $5,622 | $5,978-5.9% | $5,325+5.6% | $11,431-50.8% |