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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 | $53,620 | $138,102-61.2% | $125,381-57.2% | $134,532-60.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.25% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,072 | $5,245-60.5% | $4,815-57.0% | $4,741-56.3% |
| Participant deferral / active EE | $4,536 | $7,801-41.9% | $7,448-39.1% | $6,401-29.1% |
| Admin fee / account holder | $746 | $11,568-93.6% | $10,007-92.5% | $11,429-93.5% |