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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 | $22,175 | $138,114-83.9% | $125,391-82.3% | $134,545-83.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -12.86% | 750.88%-763.7pp | 572.41%-585.3pp | 418.37%-431.2pp |
| Employer contribution / active EE | $2,592 | $5,246-50.6% | $4,816-46.2% | $4,742-45.3% |
| Participant deferral / active EE | $3,312 | $7,801-57.5% | $7,448-55.5% | $6,401-48.3% |
| Admin fee / account holder | $1,390 | $11,570-88.0% | $10,009-86.1% | $11,431-87.8% |