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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 | $29,506 | $138,102-78.6% | $125,381-76.5% | $134,532-78.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -5.08% | 750.73%-755.8pp | 572.31%-577.4pp | 418.27%-423.3pp |
| Employer contribution / active EE | $4,583 | $5,245-12.6% | $4,815-4.8% | $4,741-3.3% |
| Participant deferral / active EE | $11,332 | $7,801+45.3% | $7,448+52.2% | $6,401+77.0% |
| Admin fee / account holder | $7,056 | $11,568-39.0% | $10,007-29.5% | $11,429-38.3% |