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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 | $55,931 | $138,114-59.5% | $125,391-55.4% | $134,545-58.4% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -18.93% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $4,078 | $5,246-22.3% | $4,816-15.3% | $4,742-14.0% |
| Participant deferral / active EE | $7,361 | $7,801-5.6% | $7,448-1.2% | $6,401+15.0% |
| Admin fee / account holder | $20,150 | $11,570+74.2% | $10,009+101.3% | $11,431+76.3% |