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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 | $66,886 | $92,743-27.9% | $82,744-19.2% | $134,532-50.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -18.38% | 946.63%-965.0pp | 702.22%-720.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $10,410 | $3,273+218.1% | $3,008+246.1% | $4,741+119.6% |
| Participant deferral / active EE | $12,019 | $4,802+150.3% | $4,395+173.5% | $6,401+87.8% |
| Admin fee / account holder | $18,514 | $5,977+209.7% | $5,325+247.7% | $11,429+62.0% |