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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 | $60,126 | $138,102-56.5% | $125,381-52.0% | $134,532-55.3% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.61% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,742 | $5,245-28.7% | $4,815-22.3% | $4,741-21.1% |
| Participant deferral / active EE | $7,034 | $7,801-9.8% | $7,448-5.6% | $6,401+9.9% |
| Admin fee / account holder | $670 | $11,568-94.2% | $10,007-93.3% | $11,429-94.1% |