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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 | $32,906 | $138,114-76.2% | $125,391-73.8% | $134,545-75.5% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -16.83% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,079 | $5,246-41.3% | $4,816-36.1% | $4,742-35.1% |
| Participant deferral / active EE | $4,102 | $7,801-47.4% | $7,448-44.9% | $6,401-35.9% |
| Admin fee / account holder | $429 | $11,570-96.3% | $10,009-95.7% | $11,431-96.2% |