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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 | $73,753 | $106,549-30.8% | $91,225-19.2% | $134,509-45.2% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -10.71% | 160.73%-171.4pp | 114.10%-124.8pp | 418.13%-428.8pp |
| Employer contribution / active EE | $9,251 | $3,331+177.7% | $2,851+224.5% | $4,741+95.1% |
| Participant deferral / active EE | $9,553 | $4,719+102.4% | $4,234+125.6% | $6,400+49.3% |
| Admin fee / account holder | $642 | $6,234-89.7% | $5,422-88.2% | $11,427-94.4% |