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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 | $58,360 | $138,114-57.7% | $125,391-53.5% | $134,545-56.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.93% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $3,010 | $5,246-42.6% | $4,816-37.5% | $4,742-36.5% |
| Participant deferral / active EE | $6,419 | $7,801-17.7% | $7,448-13.8% | $6,401+0.3% |
| Admin fee / account holder | $1,416 | $11,570-87.8% | $10,009-85.9% | $11,431-87.6% |