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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 | $85,791 | $138,114-37.9% | $125,391-31.6% | $134,545-36.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -19.22% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,006 | $5,246-80.8% | $4,816-79.1% | $4,742-78.8% |
| Participant deferral / active EE | $8,334 | $7,801+6.8% | $7,448+11.9% | $6,401+30.2% |
| Admin fee / account holder | $5,293 | $11,570-54.3% | $10,009-47.1% | $11,431-53.7% |