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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 | $57,472 | $138,102-58.4% | $125,381-54.2% | $134,532-57.3% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -16.97% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,360 | $5,245-74.1% | $4,815-71.8% | $4,741-71.3% |
| Participant deferral / active EE | $3,629 | $7,801-53.5% | $7,448-51.3% | $6,401-43.3% |
| Admin fee / account holder | $1,283 | $11,568-88.9% | $10,007-87.2% | $11,429-88.8% |