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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 | $71,990 | $138,102-47.9% | $125,381-42.6% | $134,532-46.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.70% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,748 | $5,245-47.6% | $4,815-42.9% | $4,741-42.0% |
| Participant deferral / active EE | $8,436 | $7,801+8.2% | $7,448+13.3% | $6,401+31.8% |
| Admin fee / account holder | $7,070 | $11,568-38.9% | $10,007-29.4% | $11,429-38.1% |