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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 | $57,425 | $138,102-58.4% | $125,381-54.2% | $134,532-57.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.99% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $4,116 | $5,245-21.5% | $4,815-14.5% | $4,741-13.2% |
| Participant deferral / active EE | $7,203 | $7,801-7.7% | $7,448-3.3% | $6,401+12.5% |
| Admin fee / account holder | $3,875 | $11,568-66.5% | $10,007-61.3% | $11,429-66.1% |