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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 | $50,889 | $138,102-63.2% | $125,381-59.4% | $134,532-62.2% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -13.70% | 750.73%-764.4pp | 572.31%-586.0pp | 418.27%-432.0pp |
| Employer contribution / active EE | $4,403 | $5,245-16.1% | $4,815-8.6% | $4,741-7.1% |
| Participant deferral / active EE | $10,781 | $7,801+38.2% | $7,448+44.8% | $6,401+68.4% |
| Admin fee / account holder | $19,307 | $11,568+66.9% | $10,007+92.9% | $11,429+68.9% |