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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 | $91,161 | $138,114-34.0% | $125,391-27.3% | $134,545-32.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.68% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $19,710 | $5,246+275.7% | $4,816+309.3% | $4,742+315.7% |
| Participant deferral / active EE | $16,714 | $7,801+114.3% | $7,448+124.4% | $6,401+161.1% |
| Admin fee / account holder | $667 | $11,570-94.2% | $10,009-93.3% | $11,431-94.2% |