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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 | $87,476 | $180,462-51.5% | $154,111-43.2% | $135,379-35.4% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -7.91% | 888.17%-896.1pp | 735.18%-743.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $2,859 | $6,036-52.6% | $5,298-46.0% | $4,779-40.2% |
| Participant deferral / active EE | $6,007 | $5,806+3.4% | $5,081+18.2% | $5,609+7.1% |
| Admin fee / account holder | $5,982 | $16,145-62.9% | $13,411-55.4% | $10,828-44.8% |