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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 | $138,114-46.7% | $125,391-41.3% | $134,545-45.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.49% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,286 | $5,246-56.4% | $4,816-52.5% | $4,742-51.8% |
| Participant deferral / active EE | $4,431 | $7,801-43.2% | $7,448-40.5% | $6,401-30.8% |
| Admin fee / account holder | $427 | $11,570-96.3% | $10,009-95.7% | $11,431-96.3% |