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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 | $87,643 | $138,102-36.5% | $125,381-30.1% | $134,532-34.9% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -13.98% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $3,030 | $5,245-42.2% | $4,815-37.1% | $4,741-36.1% |
| Participant deferral / active EE | $5,876 | $7,801-24.7% | $7,448-21.1% | $6,401-8.2% |
| Admin fee / account holder | $7,983 | $11,568-31.0% | $10,007-20.2% | $11,429-30.1% |