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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 | $100,264 | $138,102-27.4% | $125,381-20.0% | $134,532-25.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.30% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,431 | $5,245-53.7% | $4,815-49.5% | $4,741-48.7% |
| Participant deferral / active EE | $4,781 | $7,801-38.7% | $7,448-35.8% | $6,401-25.3% |
| Admin fee / account holder | $990 | $11,568-91.4% | $10,007-90.1% | $11,429-91.3% |