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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 | $89,680 | $135,645-33.9% | $110,243-18.7% | $135,380-33.8% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | -5.17% | 513.24%-518.4pp | 314.76%-319.9pp | 519.81%-525.0pp |
| Employer contribution / active EE | $8,035 | $4,907+63.8% | $3,827+110.0% | $4,779+68.1% |
| Participant deferral / active EE | $9,713 | $5,507+76.4% | $4,672+107.9% | $5,609+73.2% |
| Admin fee / account holder | $15,426 | $11,458+34.6% | $8,548+80.5% | $10,828+42.5% |