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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 | $83,869 | $138,102-39.3% | $125,381-33.1% | $134,532-37.7% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -18.71% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $3,585 | $5,245-31.7% | $4,815-25.6% | $4,741-24.4% |
| Participant deferral / active EE | $5,168 | $7,801-33.7% | $7,448-30.6% | $6,401-19.3% |
| Admin fee / account holder | $14,255 | $11,568+23.2% | $10,007+42.5% | $11,429+24.7% |