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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 | $78,936 | $133,981-41.1% | $112,249-29.7% | $134,532-41.3% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -15.76% | 47.16%-62.9pp | 27.48%-43.2pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,334 | $4,040-42.2% | $3,636-35.8% | $4,741-50.8% |
| Participant deferral / active EE | $4,426 | $5,292-16.4% | $4,729-6.4% | $6,401-30.9% |
| Admin fee / account holder | $4,405 | $7,492-41.2% | $6,412-31.3% | $11,429-61.5% |