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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 | $74,695 | $138,114-45.9% | $125,391-40.4% | $134,545-44.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -9.98% | 750.88%-760.9pp | 572.41%-582.4pp | 418.37%-428.3pp |
| Employer contribution / active EE | $1,599 | $5,246-69.5% | $4,816-66.8% | $4,742-66.3% |
| Participant deferral / active EE | $2,657 | $7,801-65.9% | $7,448-64.3% | $6,401-58.5% |
| Admin fee / account holder | $54,894 | $11,570+374.4% | $10,009+448.5% | $11,431+380.2% |