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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 | $42,280 | $92,766-54.4% | $82,763-48.9% | $134,545-68.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.83% | 946.97%-962.8pp | 702.45%-718.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $3,140 | $3,273-4.1% | $3,008+4.4% | $4,742-33.8% |
| Participant deferral / active EE | $2,808 | $4,802-41.5% | $4,395-36.1% | $6,401-56.1% |
| Admin fee / account holder | $4,011 | $5,978-32.9% | $5,325-24.7% | $11,431-64.9% |