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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 | $40,663 | $138,114-70.6% | $125,391-67.6% | $134,545-69.8% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -15.71% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $3,526 | $5,246-32.8% | $4,816-26.8% | $4,742-25.6% |
| Participant deferral / active EE | $11,695 | $7,801+49.9% | $7,448+57.0% | $6,401+82.7% |
| Admin fee / account holder | $2,927 | $11,570-74.7% | $10,009-70.8% | $11,431-74.4% |