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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 | $54,921 | $138,102-60.2% | $125,381-56.2% | $134,532-59.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.33% | 750.73%-769.1pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $6,915 | $5,245+31.8% | $4,815+43.6% | $4,741+45.9% |
| Participant deferral / active EE | $9,097 | $7,801+16.6% | $7,448+22.1% | $6,401+42.1% |
| Admin fee / account holder | $951 | $11,568-91.8% | $10,007-90.5% | $11,429-91.7% |