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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 | $59,949 | $138,114-56.6% | $125,391-52.2% | $134,545-55.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.26% | 750.88%-770.1pp | 572.41%-591.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $8,792 | $5,246+67.6% | $4,816+82.6% | $4,742+85.4% |
| Participant deferral / active EE | $15,250 | $7,801+95.5% | $7,448+104.8% | $6,401+138.2% |
| Admin fee / account holder | $3,684 | $11,570-68.2% | $10,009-63.2% | $11,431-67.8% |