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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 | $33,966 | $190,916-82.2% | $160,037-78.8% | $134,545-74.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -18.36% | 552.79%-571.2pp | 408.95%-427.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $6,155 | $4,996+23.2% | $4,226+45.7% | $4,742+29.8% |
| Participant deferral / active EE | $7,815 | $6,925+12.9% | $6,184+26.4% | $6,401+22.1% |
| Admin fee / account holder | $3,454 | $10,497-67.1% | $8,716-60.4% | $11,431-69.8% |