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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 | $80,683 | $138,102-41.6% | $125,381-35.6% | $134,532-40.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -20.30% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,464 | $5,245-72.1% | $4,815-69.6% | $4,741-69.1% |
| Participant deferral / active EE | $4,839 | $7,801-38.0% | $7,448-35.0% | $6,401-24.4% |
| Admin fee / account holder | $2,264 | $11,568-80.4% | $10,007-77.4% | $11,429-80.2% |