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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 | $67,832 | $190,862-64.5% | $159,991-57.6% | $134,509-49.6% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -14.91% | 552.59%-567.5pp | 408.82%-423.7pp | 418.13%-433.0pp |
| Employer contribution / active EE | $6,928 | $4,995+38.7% | $4,225+64.0% | $4,741+46.1% |
| Participant deferral / active EE | $4,315 | $6,924-37.7% | $6,183-30.2% | $6,400-32.6% |
| Admin fee / account holder | $2,724 | $10,495-74.0% | $8,715-68.7% | $11,427-76.2% |