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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 | $62,078 | $138,102-55.0% | $125,381-50.5% | $134,532-53.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.33% | 750.73%-766.1pp | 572.31%-587.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $3,164 | $5,245-39.7% | $4,815-34.3% | $4,741-33.3% |
| Participant deferral / active EE | $4,857 | $7,801-37.7% | $7,448-34.8% | $6,401-24.1% |
| Admin fee / account holder | $2,852 | $11,568-75.3% | $10,007-71.5% | $11,429-75.0% |