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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 | $55,694 | $138,102-59.7% | $125,381-55.6% | $134,532-58.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -16.23% | 750.73%-767.0pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,622 | $5,245-69.1% | $4,815-66.3% | $4,741-65.8% |
| Participant deferral / active EE | $3,008 | $7,801-61.4% | $7,448-59.6% | $6,401-53.0% |
| Admin fee / account holder | $8,214 | $11,568-29.0% | $10,007-17.9% | $11,429-28.1% |