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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 | $57,865 | $138,102-58.1% | $125,381-53.8% | $134,532-57.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.73% | 750.73%-770.5pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $3,322 | $5,245-36.7% | $4,815-31.0% | $4,741-29.9% |
| Participant deferral / active EE | $6,677 | $7,801-14.4% | $7,448-10.3% | $6,401+4.3% |
| Admin fee / account holder | $659 | $11,568-94.3% | $10,007-93.4% | $11,429-94.2% |