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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 | $60,756 | $138,114-56.0% | $125,391-51.5% | $134,545-54.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.78% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $3,159 | $5,246-39.8% | $4,816-34.4% | $4,742-33.4% |
| Participant deferral / active EE | $5,114 | $7,801-34.4% | $7,448-31.3% | $6,401-20.1% |
| Admin fee / account holder | $8,588 | $11,570-25.8% | $10,009-14.2% | $11,431-24.9% |