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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 | $33,934 | $138,078-75.4% | $125,363-72.9% | $134,509-74.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.10% | 750.49%-765.6pp | 572.15%-587.2pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,197 | $5,245-77.2% | $4,815-75.1% | $4,741-74.8% |
| Participant deferral / active EE | $10,817 | $7,800+38.7% | $7,447+45.3% | $6,400+69.0% |
| Admin fee / account holder | $18,910 | $11,566+63.5% | $10,005+89.0% | $11,427+65.5% |