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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 | $92,684-40.4% | $82,706-33.2% | $134,509-58.9% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -16.39% | 945.84%-962.2pp | 701.76%-718.2pp | 418.13%-434.5pp |
| Employer contribution / active EE | $3,836 | $3,272+17.3% | $3,007+27.6% | $4,741-19.1% |
| Participant deferral / active EE | $1,880 | $4,800-60.8% | $4,394-57.2% | $6,400-70.6% |
| Admin fee / account holder | $6,038 | $5,982+0.9% | $5,329+13.3% | $11,427-47.2% |