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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 | $53,885 | $138,114-61.0% | $125,391-57.0% | $134,545-60.0% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -16.90% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,811 | $5,246-27.4% | $4,816-20.9% | $4,742-19.6% |
| Participant deferral / active EE | $8,559 | $7,801+9.7% | $7,448+14.9% | $6,401+33.7% |
| Admin fee / account holder | $4,117 | $11,570-64.4% | $10,009-58.9% | $11,431-64.0% |