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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 | $111,083 | $138,114-19.6% | $125,391-11.4% | $134,545-17.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.84% | 750.88%-766.7pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $3,275 | $5,246-37.6% | $4,816-32.0% | $4,742-30.9% |
| Participant deferral / active EE | $5,332 | $7,801-31.7% | $7,448-28.4% | $6,401-16.7% |
| Admin fee / account holder | $486 | $11,570-95.8% | $10,009-95.1% | $11,431-95.8% |