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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 | $46,562 | $138,078-66.3% | $125,363-62.9% | $134,509-65.4% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -17.39% | 750.49%-767.9pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,841 | $5,245-45.8% | $4,815-41.0% | $4,741-40.1% |
| Participant deferral / active EE | $6,517 | $7,800-16.4% | $7,447-12.5% | $6,400+1.8% |
| Admin fee / account holder | $29,621 | $11,566+156.1% | $10,005+196.1% | $11,427+159.2% |