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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 | $55,218 | $92,766-40.5% | $82,763-33.3% | $134,545-59.0% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -16.39% | 946.97%-963.4pp | 702.45%-718.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,836 | $3,273+17.2% | $3,008+27.5% | $4,742-19.1% |
| Participant deferral / active EE | $1,880 | $4,802-60.9% | $4,395-57.2% | $6,401-70.6% |
| Admin fee / account holder | $6,038 | $5,978+1.0% | $5,325+13.4% | $11,431-47.2% |