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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 | $33,321 | $138,114-75.9% | $125,391-73.4% | $134,545-75.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -16.73% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $4,276 | $5,246-18.5% | $4,816-11.2% | $4,742-9.8% |
| Participant deferral / active EE | $8,780 | $7,801+12.5% | $7,448+17.9% | $6,401+37.2% |
| Admin fee / account holder | $5,857 | $11,570-49.4% | $10,009-41.5% | $11,431-48.8% |