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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 | $67,037 | $138,078-51.4% | $125,363-46.5% | $134,509-50.2% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -15.19% | 750.49%-765.7pp | 572.15%-587.3pp | 418.13%-433.3pp |
| Employer contribution / active EE | $4,346 | $5,245-17.1% | $4,815-9.7% | $4,741-8.3% |
| Participant deferral / active EE | $10,321 | $7,800+32.3% | $7,447+38.6% | $6,400+61.3% |
| Admin fee / account holder | $24,322 | $11,566+110.3% | $10,005+143.1% | $11,427+112.8% |