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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 | $83,766 | $138,078-39.3% | $125,363-33.2% | $134,509-37.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.71% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.8pp |
| Employer contribution / active EE | $3,619 | $5,245-31.0% | $4,815-24.8% | $4,741-23.7% |
| Participant deferral / active EE | $7,404 | $7,800-5.1% | $7,447-0.6% | $6,400+15.7% |
| Admin fee / account holder | $3,298 | $11,566-71.5% | $10,005-67.0% | $11,427-71.1% |