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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 | $59,447 | $138,114-57.0% | $125,391-52.6% | $134,545-55.8% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -14.83% | 750.88%-765.7pp | 572.41%-587.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $2,488 | $5,246-52.6% | $4,816-48.3% | $4,742-47.5% |
| Participant deferral / active EE | $4,990 | $7,801-36.0% | $7,448-33.0% | $6,401-22.0% |
| Admin fee / account holder | $3,326 | $11,570-71.3% | $10,009-66.8% | $11,431-70.9% |