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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 | $59,038 | $138,102-57.3% | $125,381-52.9% | $134,532-56.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.26% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,785 | $5,245-46.9% | $4,815-42.2% | $4,741-41.3% |
| Participant deferral / active EE | $7,154 | $7,801-8.3% | $7,448-3.9% | $6,401+11.8% |
| Admin fee / account holder | $791 | $11,568-93.2% | $10,007-92.1% | $11,429-93.1% |