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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 | $75,658 | $138,102-45.2% | $125,381-39.7% | $134,532-43.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.91% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,134 | $5,245-21.2% | $4,815-14.1% | $4,741-12.8% |
| Participant deferral / active EE | $10,524 | $7,801+34.9% | $7,448+41.3% | $6,401+64.4% |
| Admin fee / account holder | $2,227 | $11,568-80.8% | $10,007-77.7% | $11,429-80.5% |