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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 | $70,360 | $135,639-48.1% | $110,241-36.2% | $135,382-48.0% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.8%+15.2pp | 82.6%+12.4pp |
| Annual return | -7.22% | 513.21%-520.4pp | 314.75%-322.0pp | 519.77%-527.0pp |
| Employer contribution / active EE | $8,411 | $4,907+71.4% | $3,827+119.8% | $4,779+76.0% |
| Participant deferral / active EE | $6,184 | $5,507+12.3% | $4,672+32.4% | $5,609+10.3% |
| Admin fee / account holder | $3,855 | $11,457-66.4% | $8,548-54.9% | $10,829-64.4% |