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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 | $63,782 | $190,916-66.6% | $160,037-60.1% | $134,545-52.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -17.33% | 552.79%-570.1pp | 408.95%-426.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,773 | $4,996-44.5% | $4,226-34.4% | $4,742-41.5% |
| Participant deferral / active EE | $5,565 | $6,925-19.6% | $6,184-10.0% | $6,401-13.1% |
| Admin fee / account holder | $5,516 | $10,497-47.5% | $8,716-36.7% | $11,431-51.7% |