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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 | $107,483 | $138,068-22.2% | $125,358-14.3% | $134,493-20.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.70% | 750.30%-769.0pp | 572.03%-590.7pp | 418.01%-436.7pp |
| Employer contribution / active EE | $2,631 | $5,244-49.8% | $4,814-45.4% | $4,740-44.5% |
| Participant deferral / active EE | $6,856 | $7,799-12.1% | $7,447-7.9% | $6,400+7.1% |
| Admin fee / account holder | $1,374 | $11,568-88.1% | $10,007-86.3% | $11,425-88.0% |