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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 | $38,911 | $138,114-71.8% | $125,391-69.0% | $134,545-71.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.41% | 750.88%-771.3pp | 572.41%-592.8pp | 418.37%-438.8pp |
| Employer contribution / active EE | $3,304 | $5,246-37.0% | $4,816-31.4% | $4,742-30.3% |
| Participant deferral / active EE | $7,455 | $7,801-4.4% | $7,448+0.1% | $6,401+16.5% |
| Admin fee / account holder | $351 | $11,570-97.0% | $10,009-96.5% | $11,431-96.9% |