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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 | $93,328 | $138,078-32.4% | $125,363-25.6% | $134,509-30.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -11.49% | 750.49%-762.0pp | 572.15%-583.6pp | 418.13%-429.6pp |
| Employer contribution / active EE | $4,070 | $5,245-22.4% | $4,815-15.5% | $4,741-14.1% |
| Participant deferral / active EE | $11,732 | $7,800+50.4% | $7,447+57.5% | $6,400+83.3% |
| Admin fee / account holder | $9,595 | $11,566-17.0% | $10,005-4.1% | $11,427-16.0% |