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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 | $97,204 | $138,102-29.6% | $125,381-22.5% | $134,532-27.7% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -18.92% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $3,051 | $5,245-41.8% | $4,815-36.6% | $4,741-35.7% |
| Participant deferral / active EE | $12,325 | $7,801+58.0% | $7,448+65.5% | $6,401+92.5% |
| Admin fee / account holder | $3,425 | $11,568-70.4% | $10,007-65.8% | $11,429-70.0% |