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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 | $56,766 | $138,114-58.9% | $125,391-54.7% | $134,545-57.8% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -15.04% | 750.88%-765.9pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $2,055 | $5,246-60.8% | $4,816-57.3% | $4,742-56.7% |
| Participant deferral / active EE | $5,585 | $7,801-28.4% | $7,448-25.0% | $6,401-12.8% |
| Admin fee / account holder | $10,122 | $11,570-12.5% | $10,009+1.1% | $11,431-11.4% |