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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 | $205,385 | $138,114+48.7% | $125,391+63.8% | $134,545+52.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.53% | 750.88%-762.4pp | 572.41%-583.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $1,057 | $5,246-79.9% | $4,816-78.1% | $4,742-77.7% |
| Participant deferral / active EE | $6,976 | $7,801-10.6% | $7,448-6.3% | $6,401+9.0% |
| Admin fee / account holder | $712 | $11,570-93.8% | $10,009-92.9% | $11,431-93.8% |