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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 | $67,577 | $138,102-51.1% | $125,381-46.1% | $134,532-49.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.28% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,691 | $5,245-67.8% | $4,815-64.9% | $4,741-64.3% |
| Participant deferral / active EE | $2,753 | $7,801-64.7% | $7,448-63.0% | $6,401-57.0% |
| Admin fee / account holder | $9,000 | $11,568-22.2% | $10,007-10.1% | $11,429-21.3% |