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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 | $43,863 | $138,114-68.2% | $125,391-65.0% | $134,545-67.4% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -16.88% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,480 | $5,246-33.7% | $4,816-27.7% | $4,742-26.6% |
| Participant deferral / active EE | $5,310 | $7,801-31.9% | $7,448-28.7% | $6,401-17.0% |
| Admin fee / account holder | $19,081 | $11,570+64.9% | $10,009+90.6% | $11,431+66.9% |