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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 | $37,309 | $92,743-59.8% | $82,744-54.9% | $134,532-72.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -14.42% | 946.63%-961.1pp | 702.22%-716.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $5,876 | $3,273+79.5% | $3,008+95.3% | $4,741+23.9% |
| Participant deferral / active EE | $2,819 | $4,802-41.3% | $4,395-35.8% | $6,401-56.0% |
| Admin fee / account holder | $5,044 | $5,977-15.6% | $5,325-5.3% | $11,429-55.9% |