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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 | $87,722 | $138,102-36.5% | $125,381-30.0% | $134,532-34.8% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.79% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,501 | $5,245-52.3% | $4,815-48.1% | $4,741-47.2% |
| Participant deferral / active EE | $4,238 | $7,801-45.7% | $7,448-43.1% | $6,401-33.8% |
| Admin fee / account holder | $19,797 | $11,568+71.1% | $10,007+97.8% | $11,429+73.2% |