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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 | $61,382 | $138,102-55.6% | $125,381-51.0% | $134,532-54.4% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -13.24% | 750.73%-764.0pp | 572.31%-585.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $8,529 | $5,245+62.6% | $4,815+77.1% | $4,741+79.9% |
| Participant deferral / active EE | $6,772 | $7,801-13.2% | $7,448-9.1% | $6,401+5.8% |
| Admin fee / account holder | $474 | $11,568-95.9% | $10,007-95.3% | $11,429-95.9% |