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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 | $117,646 | $138,078-14.8% | $125,363-6.2% | $134,509-12.5% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -15.53% | 750.49%-766.0pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $3,251 | $5,245-38.0% | $4,815-32.5% | $4,741-31.4% |
| Participant deferral / active EE | $9,067 | $7,800+16.2% | $7,447+21.8% | $6,400+41.7% |
| Admin fee / account holder | $47,907 | $11,566+314.2% | $10,005+378.8% | $11,427+319.3% |