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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 | $61,643 | $138,114-55.4% | $125,391-50.8% | $134,545-54.2% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -13.51% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $3,800 | $5,246-27.6% | $4,816-21.1% | $4,742-19.9% |
| Participant deferral / active EE | $9,040 | $7,801+15.9% | $7,448+21.4% | $6,401+41.2% |
| Admin fee / account holder | $1,534 | $11,570-86.7% | $10,009-84.7% | $11,431-86.6% |