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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 | $50,286 | $138,114-63.6% | $125,391-59.9% | $134,545-62.6% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -14.13% | 750.88%-765.0pp | 572.41%-586.5pp | 418.37%-432.5pp |
| Employer contribution / active EE | $4,183 | $5,246-20.3% | $4,816-13.1% | $4,742-11.8% |
| Participant deferral / active EE | $9,826 | $7,801+26.0% | $7,448+31.9% | $6,401+53.5% |
| Admin fee / account holder | $1,736 | $11,570-85.0% | $10,009-82.7% | $11,431-84.8% |