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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 | $97,372 | $138,078-29.5% | $125,363-22.3% | $134,509-27.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -18.77% | 750.49%-769.3pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $17,116 | $5,245+226.4% | $4,815+255.5% | $4,741+261.1% |
| Participant deferral / active EE | $11,294 | $7,800+44.8% | $7,447+51.7% | $6,400+76.5% |
| Admin fee / account holder | $8,753 | $11,566-24.3% | $10,005-12.5% | $11,427-23.4% |