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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 | $43,121 | $138,102-68.8% | $125,381-65.6% | $134,532-67.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.36% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,211 | $5,245-76.9% | $4,815-74.9% | $4,741-74.5% |
| Participant deferral / active EE | $6,061 | $7,801-22.3% | $7,448-18.6% | $6,401-5.3% |
| Admin fee / account holder | $8,764 | $11,568-24.2% | $10,007-12.4% | $11,429-23.3% |