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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 | $65,195 | $138,102-52.8% | $125,381-48.0% | $134,532-51.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.21% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $3,601 | $5,245-31.4% | $4,815-25.2% | $4,741-24.1% |
| Participant deferral / active EE | $11,836 | $7,801+51.7% | $7,448+58.9% | $6,401+84.9% |
| Admin fee / account holder | $2,043 | $11,568-82.3% | $10,007-79.6% | $11,429-82.1% |