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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 | $92,011 | $138,102-33.4% | $125,381-26.6% | $134,532-31.6% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -15.95% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $12,103 | $5,245+130.7% | $4,815+151.3% | $4,741+155.3% |
| Participant deferral / active EE | $8,580 | $7,801+10.0% | $7,448+15.2% | $6,401+34.0% |
| Admin fee / account holder | $10,609 | $11,568-8.3% | $10,007+6.0% | $11,429-7.2% |