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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 | $138,114-75.0% | $125,391-72.5% | $134,545-74.4% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -17.70% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,741 | $5,246-47.8% | $4,816-43.1% | $4,742-42.2% |
| Participant deferral / active EE | $5,231 | $7,801-32.9% | $7,448-29.8% | $6,401-18.3% |
| Admin fee / account holder | $1,247 | $11,570-89.2% | $10,009-87.5% | $11,431-89.1% |