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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 | $112,432 | $138,102-18.6% | $125,381-10.3% | $134,532-16.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.47% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,281 | $5,245-56.5% | $4,815-52.6% | $4,741-51.9% |
| Participant deferral / active EE | $12,950 | $7,801+66.0% | $7,448+73.9% | $6,401+102.3% |
| Admin fee / account holder | $1,058 | $11,568-90.9% | $10,007-89.4% | $11,429-90.7% |