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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 | $40,796 | $138,114-70.5% | $125,391-67.5% | $134,545-69.7% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.4pp | 81.2%+14.6pp |
| Annual return | -17.17% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,405 | $5,246-73.2% | $4,816-70.8% | $4,742-70.4% |
| Participant deferral / active EE | $6,934 | $7,801-11.1% | $7,448-6.9% | $6,401+8.3% |
| Admin fee / account holder | $2,159 | $11,570-81.3% | $10,009-78.4% | $11,431-81.1% |