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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 | $73,643 | $138,078-46.7% | $125,363-41.3% | $134,509-45.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.49% | 750.49%-767.0pp | 572.15%-588.6pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,286 | $5,245-56.4% | $4,815-52.5% | $4,741-51.8% |
| Participant deferral / active EE | $4,431 | $7,800-43.2% | $7,447-40.5% | $6,400-30.8% |
| Admin fee / account holder | $427 | $11,566-96.3% | $10,005-95.7% | $11,427-96.3% |