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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 | $47,002 | $138,102-66.0% | $125,381-62.5% | $134,532-65.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -9.80% | 750.73%-760.5pp | 572.31%-582.1pp | 418.27%-428.1pp |
| Employer contribution / active EE | $2,984 | $5,245-43.1% | $4,815-38.0% | $4,741-37.1% |
| Participant deferral / active EE | $5,105 | $7,801-34.6% | $7,448-31.5% | $6,401-20.2% |
| Admin fee / account holder | $4,076 | $11,568-64.8% | $10,007-59.3% | $11,429-64.3% |