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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 | $52,508 | $92,743-43.4% | $82,744-36.5% | $134,532-61.0% |
| Participation rate | 93.8% | 75.2%+18.5pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -8.87% | 946.63%-955.5pp | 702.22%-711.1pp | 418.27%-427.1pp |
| Employer contribution / active EE | $5,658 | $3,273+72.9% | $3,008+88.1% | $4,741+19.3% |
| Participant deferral / active EE | $6,088 | $4,802+26.8% | $4,395+38.5% | $6,401-4.9% |
| Admin fee / account holder | $5,272 | $5,977-11.8% | $5,325-1.0% | $11,429-53.9% |