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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 | $60,646 | $92,743-34.6% | $82,744-26.7% | $134,532-54.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -20.61% | 946.63%-967.2pp | 702.22%-722.8pp | 418.27%-438.9pp |
| Employer contribution / active EE | $7,526 | $3,273+130.0% | $3,008+150.2% | $4,741+58.7% |
| Participant deferral / active EE | $4,187 | $4,802-12.8% | $4,395-4.7% | $6,401-34.6% |
| Admin fee / account holder | $10,137 | $5,977+69.6% | $5,325+90.4% | $11,429-11.3% |