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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 | $70,923 | $138,078-48.6% | $125,363-43.4% | $134,509-47.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.22% | 750.49%-770.7pp | 572.15%-592.4pp | 418.13%-438.4pp |
| Employer contribution / active EE | $6,242 | $5,245+19.0% | $4,815+29.7% | $4,741+31.7% |
| Participant deferral / active EE | $4,727 | $7,800-39.4% | $7,447-36.5% | $6,400-26.1% |
| Admin fee / account holder | $2,178 | $11,566-81.2% | $10,005-78.2% | $11,427-80.9% |