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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 | $99,898 | $138,114-27.7% | $125,391-20.3% | $134,545-25.8% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -17.87% | 750.88%-768.8pp | 572.41%-590.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $3,286 | $5,246-37.4% | $4,816-31.8% | $4,742-30.7% |
| Participant deferral / active EE | $11,169 | $7,801+43.2% | $7,448+50.0% | $6,401+74.5% |
| Admin fee / account holder | $2,108 | $11,570-81.8% | $10,009-78.9% | $11,431-81.6% |