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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 | $74,839 | $138,114-45.8% | $125,391-40.3% | $134,545-44.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -18.47% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,776 | $5,246-28.0% | $4,816-21.6% | $4,742-20.4% |
| Participant deferral / active EE | $9,475 | $7,801+21.5% | $7,448+27.2% | $6,401+48.0% |
| Admin fee / account holder | $4,789 | $11,570-58.6% | $10,009-52.2% | $11,431-58.1% |