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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 | $76,591 | $138,114-44.5% | $125,391-38.9% | $134,545-43.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.65% | 750.88%-766.5pp | 572.41%-588.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,573 | $5,246-50.9% | $4,816-46.6% | $4,742-45.7% |
| Participant deferral / active EE | $7,473 | $7,801-4.2% | $7,448+0.3% | $6,401+16.7% |
| Admin fee / account holder | $5,605 | $11,570-51.6% | $10,009-44.0% | $11,431-51.0% |