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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 | $60,223 | $180,462-66.6% | $154,111-60.9% | $135,379-55.5% |
| Participation rate | 85.0% | 87.4%-2.4pp | 83.0%+2.0pp | 82.6%+2.4pp |
| Annual return | -6.27% | 888.17%-894.4pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,927 | $6,036-51.5% | $5,298-44.8% | $4,779-38.8% |
| Participant deferral / active EE | $3,889 | $5,806-33.0% | $5,081-23.5% | $5,609-30.7% |
| Admin fee / account holder | $3,776 | $16,145-76.6% | $13,411-71.8% | $10,828-65.1% |