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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 | $38,994 | $138,114-71.8% | $125,391-68.9% | $134,545-71.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.28% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $5,139 | $5,246-2.0% | $4,816+6.7% | $4,742+8.4% |
| Participant deferral / active EE | $6,786 | $7,801-13.0% | $7,448-8.9% | $6,401+6.0% |
| Admin fee / account holder | $582 | $11,570-95.0% | $10,009-94.2% | $11,431-94.9% |