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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 | $34,630 | $138,102-74.9% | $125,381-72.4% | $134,532-74.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -14.00% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $2,331 | $5,245-55.6% | $4,815-51.6% | $4,741-50.8% |
| Participant deferral / active EE | $6,089 | $7,801-21.9% | $7,448-18.2% | $6,401-4.9% |
| Admin fee / account holder | $3,889 | $11,568-66.4% | $10,007-61.1% | $11,429-66.0% |