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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 | $104,816 | $138,102-24.1% | $125,381-16.4% | $134,532-22.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.48% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,881 | $5,245-64.1% | $4,815-60.9% | $4,741-60.3% |
| Participant deferral / active EE | $7,091 | $7,801-9.1% | $7,448-4.8% | $6,401+10.8% |
| Admin fee / account holder | $1,601 | $11,568-86.2% | $10,007-84.0% | $11,429-86.0% |