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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 | $29,779 | $138,114-78.4% | $125,391-76.3% | $134,545-77.9% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -19.80% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $1,957 | $5,246-62.7% | $4,816-59.4% | $4,742-58.7% |
| Participant deferral / active EE | $7,790 | $7,801-0.1% | $7,448+4.6% | $6,401+21.7% |
| Admin fee / account holder | $967 | $11,570-91.6% | $10,009-90.3% | $11,431-91.5% |