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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 | $49,820 | $180,462-72.4% | $154,111-67.7% | $135,379-63.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -5.79% | 888.17%-894.0pp | 735.18%-741.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $3,457 | $6,036-42.7% | $5,298-34.7% | $4,779-27.7% |
| Participant deferral / active EE | $5,085 | $5,806-12.4% | $5,081+0.1% | $5,609-9.3% |
| Admin fee / account holder | $46,443 | $16,145+187.7% | $13,411+246.3% | $10,828+328.9% |