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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 | $56,490 | $138,102-59.1% | $125,381-54.9% | $134,532-58.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.00% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $3,098 | $5,245-40.9% | $4,815-35.7% | $4,741-34.7% |
| Participant deferral / active EE | $8,179 | $7,801+4.8% | $7,448+9.8% | $6,401+27.8% |
| Admin fee / account holder | $2,739 | $11,568-76.3% | $10,007-72.6% | $11,429-76.0% |