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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 | $44,952 | $138,102-67.5% | $125,381-64.1% | $134,532-66.6% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -20.22% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,848 | $5,245-26.6% | $4,815-20.1% | $4,741-18.8% |
| Participant deferral / active EE | $12,579 | $7,801+61.3% | $7,448+68.9% | $6,401+96.5% |
| Admin fee / account holder | $4,601 | $11,568-60.2% | $10,007-54.0% | $11,429-59.7% |