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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 | $74,659 | $138,102-45.9% | $125,381-40.5% | $134,532-44.5% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -12.74% | 750.73%-763.5pp | 572.31%-585.0pp | 418.27%-431.0pp |
| Employer contribution / active EE | $3,916 | $5,245-25.3% | $4,815-18.7% | $4,741-17.4% |
| Participant deferral / active EE | $6,329 | $7,801-18.9% | $7,448-15.0% | $6,401-1.1% |
| Admin fee / account holder | $1,895 | $11,568-83.6% | $10,007-81.1% | $11,429-83.4% |