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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 | $62,734 | $138,102-54.6% | $125,381-50.0% | $134,532-53.4% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -17.83% | 750.73%-768.6pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $3,693 | $5,245-29.6% | $4,815-23.3% | $4,741-22.1% |
| Participant deferral / active EE | $8,913 | $7,801+14.3% | $7,448+19.7% | $6,401+39.2% |
| Admin fee / account holder | $1,151 | $11,568-90.0% | $10,007-88.5% | $11,429-89.9% |