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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 | $85,545 | $138,078-38.0% | $125,363-31.8% | $134,509-36.4% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -17.81% | 750.49%-768.3pp | 572.15%-590.0pp | 418.13%-435.9pp |
| Employer contribution / active EE | $12,757 | $5,245+143.2% | $4,815+164.9% | $4,741+169.1% |
| Participant deferral / active EE | $9,274 | $7,800+18.9% | $7,447+24.5% | $6,400+44.9% |
| Admin fee / account holder | $4,600 | $11,566-60.2% | $10,005-54.0% | $11,427-59.7% |