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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 | $93,526 | $138,102-32.3% | $125,381-25.4% | $134,532-30.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.63% | 750.73%-771.4pp | 572.31%-592.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,921 | $5,245-63.4% | $4,815-60.1% | $4,741-59.5% |
| Participant deferral / active EE | $14,596 | $7,801+87.1% | $7,448+96.0% | $6,401+128.0% |
| Admin fee / account holder | $1,463 | $11,568-87.3% | $10,007-85.4% | $11,429-87.2% |