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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 | $68,346 | $88,585-22.8% | $69,884-2.2% | $134,532-49.2% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -20.23% | 442.80%-463.0pp | 190.81%-211.0pp | 418.27%-438.5pp |
| Employer contribution / active EE | $5,688 | $3,235+75.8% | $2,560+122.2% | $4,741+20.0% |
| Participant deferral / active EE | $10,367 | $4,770+117.4% | $3,848+169.4% | $6,401+62.0% |
| Admin fee / account holder | $373 | $10,441-96.4% | $6,266-94.1% | $11,429-96.7% |