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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 | $54,267 | $138,102-60.7% | $125,381-56.7% | $134,532-59.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.18% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,866 | $5,245-64.4% | $4,815-61.3% | $4,741-60.6% |
| Participant deferral / active EE | $3,247 | $7,801-58.4% | $7,448-56.4% | $6,401-49.3% |
| Admin fee / account holder | $1,520 | $11,568-86.9% | $10,007-84.8% | $11,429-86.7% |