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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 | $60,520 | $92,743-34.7% | $82,744-26.9% | $134,532-55.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -17.00% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,459 | $3,273+5.7% | $3,008+15.0% | $4,741-27.0% |
| Participant deferral / active EE | $6,694 | $4,802+39.4% | $4,395+52.3% | $6,401+4.6% |
| Admin fee / account holder | $3,359 | $5,977-43.8% | $5,325-36.9% | $11,429-70.6% |