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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 | $120,609 | $138,102-12.7% | $125,381-3.8% | $134,532-10.3% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -19.01% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,025 | $5,245-42.3% | $4,815-37.2% | $4,741-36.2% |
| Participant deferral / active EE | $8,202 | $7,801+5.1% | $7,448+10.1% | $6,401+28.1% |
| Admin fee / account holder | $1,508 | $11,568-87.0% | $10,007-84.9% | $11,429-86.8% |