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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 | $58,105 | $138,114-57.9% | $125,391-53.7% | $134,545-56.8% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -18.89% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $5,512 | $5,246+5.1% | $4,816+14.5% | $4,742+16.3% |
| Participant deferral / active EE | $17,909 | $7,801+129.6% | $7,448+140.4% | $6,401+179.8% |
| Admin fee / account holder | $8,496 | $11,570-26.6% | $10,009-15.1% | $11,431-25.7% |