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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 | $73,479 | $92,743-20.8% | $82,744-11.2% | $134,532-45.4% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -13.93% | 946.63%-960.6pp | 702.22%-716.1pp | 418.27%-432.2pp |
| Employer contribution / active EE | $3,256 | $3,273-0.5% | $3,008+8.2% | $4,741-31.3% |
| Participant deferral / active EE | $4,169 | $4,802-13.2% | $4,395-5.1% | $6,401-34.9% |
| Admin fee / account holder | $4,918 | $5,977-17.7% | $5,325-7.6% | $11,429-57.0% |