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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 | $73,663 | $138,102-46.7% | $125,381-41.2% | $134,532-45.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.18% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,358 | $5,245-55.0% | $4,815-51.0% | $4,741-50.3% |
| Participant deferral / active EE | $5,834 | $7,801-25.2% | $7,448-21.7% | $6,401-8.9% |
| Admin fee / account holder | $5,618 | $11,568-51.4% | $10,007-43.9% | $11,429-50.8% |