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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 | $98,262 | $138,102-28.8% | $125,381-21.6% | $134,532-27.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.08% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,211 | $5,245-57.9% | $4,815-54.1% | $4,741-53.4% |
| Participant deferral / active EE | $8,769 | $7,801+12.4% | $7,448+17.7% | $6,401+37.0% |
| Admin fee / account holder | $17,171 | $11,568+48.4% | $10,007+71.6% | $11,429+50.2% |