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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 | $91,949 | $138,114-33.4% | $125,391-26.7% | $134,545-31.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.76% | 750.88%-767.6pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $6,041 | $5,246+15.2% | $4,816+25.4% | $4,742+27.4% |
| Participant deferral / active EE | $10,632 | $7,801+36.3% | $7,448+42.7% | $6,401+66.1% |
| Admin fee / account holder | $6,097 | $11,570-47.3% | $10,009-39.1% | $11,431-46.7% |