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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 | $50,480 | $138,114-63.5% | $125,391-59.7% | $134,545-62.5% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -18.28% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $7,029 | $5,246+34.0% | $4,816+45.9% | $4,742+48.2% |
| Participant deferral / active EE | $5,666 | $7,801-27.4% | $7,448-23.9% | $6,401-11.5% |
| Admin fee / account holder | $916 | $11,570-92.1% | $10,009-90.9% | $11,431-92.0% |