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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 | $52,401 | $138,114-62.1% | $125,391-58.2% | $134,545-61.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.21% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $2,935 | $5,246-44.1% | $4,816-39.1% | $4,742-38.1% |
| Participant deferral / active EE | $4,081 | $7,801-47.7% | $7,448-45.2% | $6,401-36.2% |
| Admin fee / account holder | $19,686 | $11,570+70.1% | $10,009+96.7% | $11,431+72.2% |