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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 | $45,604 | $138,114-67.0% | $125,391-63.6% | $134,545-66.1% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -14.74% | 750.88%-765.6pp | 572.41%-587.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $7,100 | $5,246+35.3% | $4,816+47.4% | $4,742+49.7% |
| Participant deferral / active EE | $8,225 | $7,801+5.4% | $7,448+10.4% | $6,401+28.5% |
| Admin fee / account holder | $1,762 | $11,570-84.8% | $10,009-82.4% | $11,431-84.6% |