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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 | $62,994 | $92,743-32.1% | $82,744-23.9% | $134,532-53.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -16.92% | 946.63%-963.5pp | 702.22%-719.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,477 | $3,273-24.3% | $3,008-17.7% | $4,741-47.8% |
| Participant deferral / active EE | $8,990 | $4,802+87.2% | $4,395+104.6% | $6,401+40.5% |
| Admin fee / account holder | $4,131 | $5,977-30.9% | $5,325-22.4% | $11,429-63.9% |