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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 | $99,801 | $138,102-27.7% | $125,381-20.4% | $134,532-25.8% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -13.18% | 750.73%-763.9pp | 572.31%-585.5pp | 418.27%-431.4pp |
| Employer contribution / active EE | $4,104 | $5,245-21.8% | $4,815-14.8% | $4,741-13.4% |
| Participant deferral / active EE | $5,534 | $7,801-29.1% | $7,448-25.7% | $6,401-13.5% |
| Admin fee / account holder | $10,185 | $11,568-12.0% | $10,007+1.8% | $11,429-10.9% |