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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 | $89,459 | $138,102-35.2% | $125,381-28.7% | $134,532-33.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.07% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,474 | $5,245-52.8% | $4,815-48.6% | $4,741-47.8% |
| Participant deferral / active EE | $7,756 | $7,801-0.6% | $7,448+4.1% | $6,401+21.2% |
| Admin fee / account holder | $865 | $11,568-92.5% | $10,007-91.4% | $11,429-92.4% |