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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 | $184,659 | $138,114+33.7% | $125,391+47.3% | $134,545+37.2% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.1pp | 81.2%-7.9pp |
| Annual return | -16.71% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,741 | $5,246-47.7% | $4,816-43.1% | $4,742-42.2% |
| Participant deferral / active EE | $9,190 | $7,801+17.8% | $7,448+23.4% | $6,401+43.6% |
| Admin fee / account holder | $1,054 | $11,570-90.9% | $10,009-89.5% | $11,431-90.8% |