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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 | $54,955 | $138,102-60.2% | $125,381-56.2% | $134,532-59.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.34% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,108 | $5,245-59.8% | $4,815-56.2% | $4,741-55.5% |
| Participant deferral / active EE | $4,894 | $7,801-37.3% | $7,448-34.3% | $6,401-23.5% |
| Admin fee / account holder | $901 | $11,568-92.2% | $10,007-91.0% | $11,429-92.1% |