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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 | $105,951 | $138,102-23.3% | $125,381-15.5% | $134,532-21.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.80% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $3,845 | $5,245-26.7% | $4,815-20.2% | $4,741-18.9% |
| Participant deferral / active EE | $9,142 | $7,801+17.2% | $7,448+22.7% | $6,401+42.8% |
| Admin fee / account holder | $1,120 | $11,568-90.3% | $10,007-88.8% | $11,429-90.2% |