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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 | $78,521 | $138,102-43.1% | $125,381-37.4% | $134,532-41.6% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -18.27% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $3,378 | $5,245-35.6% | $4,815-29.9% | $4,741-28.8% |
| Participant deferral / active EE | $8,898 | $7,801+14.1% | $7,448+19.5% | $6,401+39.0% |
| Admin fee / account holder | $1,000 | $11,568-91.4% | $10,007-90.0% | $11,429-91.3% |