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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 | $110,953 | $138,102-19.7% | $125,381-11.5% | $134,532-17.5% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -16.21% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $2,152 | $5,245-59.0% | $4,815-55.3% | $4,741-54.6% |
| Participant deferral / active EE | $4,721 | $7,801-39.5% | $7,448-36.6% | $6,401-26.3% |
| Admin fee / account holder | $4,105 | $11,568-64.5% | $10,007-59.0% | $11,429-64.1% |