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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 | $56,395 | $135,639-58.4% | $110,241-48.8% | $135,382-58.3% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -7.59% | 513.21%-520.8pp | 314.75%-322.3pp | 519.77%-527.4pp |
| Employer contribution / active EE | $2,780 | $4,907-43.3% | $3,827-27.4% | $4,779-41.8% |
| Participant deferral / active EE | $6,922 | $5,507+25.7% | $4,672+48.2% | $5,609+23.4% |
| Admin fee / account holder | $16,666 | $11,457+45.5% | $8,548+95.0% | $10,829+53.9% |