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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 | $37,451 | $92,743-59.6% | $82,744-54.7% | $134,532-72.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -14.50% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $5,214 | $3,273+59.3% | $3,008+73.3% | $4,741+10.0% |
| Participant deferral / active EE | $5,867 | $4,802+22.2% | $4,395+33.5% | $6,401-8.3% |
| Admin fee / account holder | $4,101 | $5,977-31.4% | $5,325-23.0% | $11,429-64.1% |