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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 | $56,701 | $138,114-58.9% | $125,391-54.8% | $134,545-57.9% |
| Participation rate | 82.6% | 84.5%-1.9pp | 82.4%+0.2pp | 81.2%+1.4pp |
| Annual return | -16.89% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,974 | $5,246-62.4% | $4,816-59.0% | $4,742-58.4% |
| Participant deferral / active EE | $2,976 | $7,801-61.9% | $7,448-60.0% | $6,401-53.5% |
| Admin fee / account holder | $1,326 | $11,570-88.5% | $10,009-86.7% | $11,431-88.4% |