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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 | $55,662 | $138,102-59.7% | $125,381-55.6% | $134,532-58.6% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.69% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $6,169 | $5,245+17.6% | $4,815+28.1% | $4,741+30.1% |
| Participant deferral / active EE | $10,253 | $7,801+31.4% | $7,448+37.7% | $6,401+60.2% |
| Admin fee / account holder | $1,879 | $11,568-83.8% | $10,007-81.2% | $11,429-83.6% |