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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 | $50,384 | $138,102-63.5% | $125,381-59.8% | $134,532-62.5% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -17.74% | 750.73%-768.5pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $4,785 | $5,245-8.8% | $4,815-0.6% | $4,741+0.9% |
| Participant deferral / active EE | $9,084 | $7,801+16.5% | $7,448+22.0% | $6,401+41.9% |
| Admin fee / account holder | $466 | $11,568-96.0% | $10,007-95.3% | $11,429-95.9% |