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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 | $90,611 | $138,102-34.4% | $125,381-27.7% | $134,532-32.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.37% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,813 | $5,245-65.4% | $4,815-62.4% | $4,741-61.8% |
| Participant deferral / active EE | $6,646 | $7,801-14.8% | $7,448-10.8% | $6,401+3.8% |
| Admin fee / account holder | $4,148 | $11,568-64.1% | $10,007-58.6% | $11,429-63.7% |