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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 | $43,081 | $138,078-68.8% | $125,363-65.6% | $134,509-68.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.27% | 750.49%-768.8pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $4,647 | $5,245-11.4% | $4,815-3.5% | $4,741-2.0% |
| Participant deferral / active EE | $14,488 | $7,800+85.8% | $7,447+94.6% | $6,400+126.4% |
| Admin fee / account holder | $2,747 | $11,566-76.2% | $10,005-72.5% | $11,427-76.0% |