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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 | $70,621 | $138,078-48.9% | $125,363-43.7% | $134,509-47.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.37% | 750.49%-765.9pp | 572.15%-587.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $6,041 | $5,245+15.2% | $4,815+25.5% | $4,741+27.4% |
| Participant deferral / active EE | $5,953 | $7,800-23.7% | $7,447-20.1% | $6,400-7.0% |
| Admin fee / account holder | $12,456 | $11,566+7.7% | $10,005+24.5% | $11,427+9.0% |