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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 | $78,035 | $138,078-43.5% | $125,363-37.8% | $134,509-42.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -12.28% | 750.49%-762.8pp | 572.15%-584.4pp | 418.13%-430.4pp |
| Employer contribution / active EE | $5,365 | $5,245+2.3% | $4,815+11.4% | $4,741+13.2% |
| Participant deferral / active EE | $8,736 | $7,800+12.0% | $7,447+17.3% | $6,400+36.5% |
| Admin fee / account holder | $2,543 | $11,566-78.0% | $10,005-74.6% | $11,427-77.7% |