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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 | $34,748 | $138,114-74.8% | $125,391-72.3% | $134,545-74.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -18.28% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,592 | $5,246-50.6% | $4,816-46.2% | $4,742-45.3% |
| Participant deferral / active EE | $7,109 | $7,801-8.9% | $7,448-4.6% | $6,401+11.0% |
| Admin fee / account holder | $1,914 | $11,570-83.5% | $10,009-80.9% | $11,431-83.3% |