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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 | $104,559 | $138,102-24.3% | $125,381-16.6% | $134,532-22.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -12.72% | 750.73%-763.4pp | 572.31%-585.0pp | 418.27%-431.0pp |
| Employer contribution / active EE | $2,493 | $5,245-52.5% | $4,815-48.2% | $4,741-47.4% |
| Participant deferral / active EE | $3,756 | $7,801-51.8% | $7,448-49.6% | $6,401-41.3% |
| Admin fee / account holder | $616 | $11,568-94.7% | $10,007-93.8% | $11,429-94.6% |