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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 | $44,217 | $138,114-68.0% | $125,391-64.7% | $134,545-67.1% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -18.26% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $8,094 | $5,246+54.3% | $4,816+68.1% | $4,742+70.7% |
| Participant deferral / active EE | $4,643 | $7,801-40.5% | $7,448-37.7% | $6,401-27.5% |
| Admin fee / account holder | $1,584 | $11,570-86.3% | $10,009-84.2% | $11,431-86.1% |