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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 | $76,633 | $138,114-44.5% | $125,391-38.9% | $134,545-43.0% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -17.71% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $8,856 | $5,246+68.8% | $4,816+83.9% | $4,742+86.8% |
| Participant deferral / active EE | $6,539 | $7,801-16.2% | $7,448-12.2% | $6,401+2.2% |
| Admin fee / account holder | $7,208 | $11,570-37.7% | $10,009-28.0% | $11,431-36.9% |