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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 | $93,304 | $138,102-32.4% | $125,381-25.6% | $134,532-30.6% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -20.50% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,543 | $5,245-51.5% | $4,815-47.2% | $4,741-46.4% |
| Participant deferral / active EE | $4,479 | $7,801-42.6% | $7,448-39.9% | $6,401-30.0% |
| Admin fee / account holder | $532 | $11,568-95.4% | $10,007-94.7% | $11,429-95.3% |