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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 | $56,695 | $138,078-58.9% | $125,363-54.8% | $134,509-57.9% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -18.26% | 750.49%-768.8pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $2,724 | $5,245-48.1% | $4,815-43.4% | $4,741-42.5% |
| Participant deferral / active EE | $6,138 | $7,800-21.3% | $7,447-17.6% | $6,400-4.1% |
| Admin fee / account holder | $5,407 | $11,566-53.3% | $10,005-46.0% | $11,427-52.7% |