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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 | $100,787 | $138,102-27.0% | $125,381-19.6% | $134,532-25.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.56% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $2,347 | $5,245-55.3% | $4,815-51.3% | $4,741-50.5% |
| Participant deferral / active EE | $9,788 | $7,801+25.5% | $7,448+31.4% | $6,401+52.9% |
| Admin fee / account holder | $2,142 | $11,568-81.5% | $10,007-78.6% | $11,429-81.3% |