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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 | $46,434 | $138,102-66.4% | $125,381-63.0% | $134,532-65.5% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -19.91% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $4,206 | $5,245-19.8% | $4,815-12.7% | $4,741-11.3% |
| Participant deferral / active EE | $8,572 | $7,801+9.9% | $7,448+15.1% | $6,401+33.9% |
| Admin fee / account holder | $956 | $11,568-91.7% | $10,007-90.4% | $11,429-91.6% |