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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 | $122,342 | $180,466-32.2% | $154,114-20.6% | $135,382-9.6% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -7.71% | 888.15%-895.9pp | 735.16%-742.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $1,559 | $6,035-74.2% | $5,298-70.6% | $4,779-67.4% |
| Participant deferral / active EE | $5,490 | $5,806-5.5% | $5,081+8.1% | $5,609-2.1% |
| Admin fee / account holder | $825 | $16,144-94.9% | $13,411-93.9% | $10,829-92.4% |