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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 | $49,881 | $138,078-63.9% | $125,363-60.2% | $134,509-62.9% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -18.99% | 750.49%-769.5pp | 572.15%-591.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $2,902 | $5,245-44.7% | $4,815-39.7% | $4,741-38.8% |
| Participant deferral / active EE | $9,208 | $7,800+18.1% | $7,447+23.6% | $6,400+43.9% |
| Admin fee / account holder | $569 | $11,566-95.1% | $10,005-94.3% | $11,427-95.0% |