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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 | $79,403 | $138,102-42.5% | $125,381-36.7% | $134,532-41.0% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -16.96% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,932 | $5,245-44.1% | $4,815-39.1% | $4,741-38.2% |
| Participant deferral / active EE | $6,498 | $7,801-16.7% | $7,448-12.8% | $6,401+1.5% |
| Admin fee / account holder | $2,387 | $11,568-79.4% | $10,007-76.1% | $11,429-79.1% |