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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 | $35,994 | $92,684-61.2% | $82,706-56.5% | $134,509-73.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -20.13% | 945.84%-966.0pp | 701.76%-721.9pp | 418.13%-438.3pp |
| Employer contribution / active EE | $2,731 | $3,272-16.5% | $3,007-9.2% | $4,741-42.4% |
| Participant deferral / active EE | $5,826 | $4,800+21.4% | $4,394+32.6% | $6,400-9.0% |
| Admin fee / account holder | $2,858 | $5,982-52.2% | $5,329-46.4% | $11,427-75.0% |