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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 | $38,658 | $138,102-72.0% | $125,381-69.2% | $134,532-71.3% |
| Participation rate | 82.6% | 84.5%-1.9pp | 82.4%+0.2pp | 81.2%+1.4pp |
| Annual return | -17.34% | 750.73%-768.1pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,013 | $5,245-61.6% | $4,815-58.2% | $4,741-57.5% |
| Participant deferral / active EE | $2,632 | $7,801-66.3% | $7,448-64.7% | $6,401-58.9% |
| Admin fee / account holder | $3,102 | $11,568-73.2% | $10,007-69.0% | $11,429-72.9% |