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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 | $53,386 | $138,114-61.3% | $125,391-57.4% | $134,545-60.3% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -17.04% | 750.88%-767.9pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,563 | $5,246-51.1% | $4,816-46.8% | $4,742-46.0% |
| Participant deferral / active EE | $8,037 | $7,801+3.0% | $7,448+7.9% | $6,401+25.6% |
| Admin fee / account holder | $2,643 | $11,570-77.2% | $10,009-73.6% | $11,431-76.9% |