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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 | $66,932 | $138,102-51.5% | $125,381-46.6% | $134,532-50.2% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -15.81% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $5,399 | $5,245+2.9% | $4,815+12.1% | $4,741+13.9% |
| Participant deferral / active EE | $9,034 | $7,801+15.8% | $7,448+21.3% | $6,401+41.1% |
| Admin fee / account holder | $633 | $11,568-94.5% | $10,007-93.7% | $11,429-94.5% |