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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 | $44,303 | $138,102-67.9% | $125,381-64.7% | $134,532-67.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -2.24% | 750.73%-753.0pp | 572.31%-574.5pp | 418.27%-420.5pp |
| Employer contribution / active EE | $7,285 | $5,245+38.9% | $4,815+51.3% | $4,741+53.7% |
| Participant deferral / active EE | $9,515 | $7,801+22.0% | $7,448+27.8% | $6,401+48.6% |
| Admin fee / account holder | $8,608 | $11,568-25.6% | $10,007-14.0% | $11,429-24.7% |