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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 | $90,789 | $138,114-34.3% | $125,391-27.6% | $134,545-32.5% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -18.35% | 750.88%-769.2pp | 572.41%-590.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $3,284 | $5,246-37.4% | $4,816-31.8% | $4,742-30.7% |
| Participant deferral / active EE | $10,458 | $7,801+34.1% | $7,448+40.4% | $6,401+63.4% |
| Admin fee / account holder | $449 | $11,570-96.1% | $10,009-95.5% | $11,431-96.1% |