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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 | $60,581 | $138,102-56.1% | $125,381-51.7% | $134,532-55.0% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -18.55% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,259 | $5,245-56.9% | $4,815-53.1% | $4,741-52.4% |
| Participant deferral / active EE | $5,166 | $7,801-33.8% | $7,448-30.6% | $6,401-19.3% |
| Admin fee / account holder | $6,072 | $11,568-47.5% | $10,007-39.3% | $11,429-46.9% |