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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 | $43,443 | $92,743-53.2% | $82,744-47.5% | $134,532-67.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.10% | 946.63%-961.7pp | 702.22%-717.3pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,738 | $3,273+14.2% | $3,008+24.3% | $4,741-21.2% |
| Participant deferral / active EE | $4,386 | $4,802-8.7% | $4,395-0.2% | $6,401-31.5% |
| Admin fee / account holder | $2,501 | $5,977-58.2% | $5,325-53.0% | $11,429-78.1% |