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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 | $85,146 | $138,102-38.3% | $125,381-32.1% | $134,532-36.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.90% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $3,220 | $5,245-38.6% | $4,815-33.1% | $4,741-32.1% |
| Participant deferral / active EE | $7,647 | $7,801-2.0% | $7,448+2.7% | $6,401+19.5% |
| Admin fee / account holder | $2,157 | $11,568-81.4% | $10,007-78.4% | $11,429-81.1% |