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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 | $69,027 | $138,102-50.0% | $125,381-44.9% | $134,532-48.7% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -15.69% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,394 | $5,245-73.4% | $4,815-71.0% | $4,741-70.6% |
| Participant deferral / active EE | $5,445 | $7,801-30.2% | $7,448-26.9% | $6,401-14.9% |
| Admin fee / account holder | $2,081 | $11,568-82.0% | $10,007-79.2% | $11,429-81.8% |