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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 | $62,279 | $106,557-41.6% | $91,227-31.7% | $134,545-53.7% |
| Participation rate | 95.5% | 76.8%+18.7pp | 73.2%+22.3pp | 81.2%+14.2pp |
| Annual return | -17.13% | 160.81%-177.9pp | 114.14%-131.3pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,456 | $3,332-26.3% | $2,851-13.9% | $4,742-48.2% |
| Participant deferral / active EE | $4,046 | $4,719-14.3% | $4,234-4.4% | $6,401-36.8% |
| Admin fee / account holder | $3,593 | $6,235-42.4% | $5,423-33.7% | $11,431-68.6% |