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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 | $34,494 | $138,068-75.0% | $125,358-72.5% | $134,493-74.4% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -17.70% | 750.30%-768.0pp | 572.03%-589.7pp | 418.01%-435.7pp |
| Employer contribution / active EE | $2,741 | $5,244-47.7% | $4,814-43.1% | $4,740-42.2% |
| Participant deferral / active EE | $5,231 | $7,799-32.9% | $7,447-29.8% | $6,400-18.3% |
| Admin fee / account holder | $1,247 | $11,568-89.2% | $10,007-87.5% | $11,425-89.1% |