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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 | $83,331 | $138,102-39.7% | $125,381-33.5% | $134,532-38.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -15.98% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $5,692 | $5,245+8.5% | $4,815+18.2% | $4,741+20.1% |
| Participant deferral / active EE | $17,130 | $7,801+119.6% | $7,448+130.0% | $6,401+167.6% |
| Admin fee / account holder | $5,471 | $11,568-52.7% | $10,007-45.3% | $11,429-52.1% |