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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 | $39,862 | $138,114-71.1% | $125,391-68.2% | $134,545-70.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.75% | 750.88%-770.6pp | 572.41%-592.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,550 | $5,246-51.4% | $4,816-47.0% | $4,742-46.2% |
| Participant deferral / active EE | $11,054 | $7,801+41.7% | $7,448+48.4% | $6,401+72.7% |
| Admin fee / account holder | $1,677 | $11,570-85.5% | $10,009-83.2% | $11,431-85.3% |