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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 | $71,275 | $138,102-48.4% | $125,381-43.2% | $134,532-47.0% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -19.55% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $6,681 | $5,245+27.4% | $4,815+38.7% | $4,741+40.9% |
| Participant deferral / active EE | $7,843 | $7,801+0.5% | $7,448+5.3% | $6,401+22.5% |
| Admin fee / account holder | $2,947 | $11,568-74.5% | $10,007-70.5% | $11,429-74.2% |