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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 | $28,497 | $138,102-79.4% | $125,381-77.3% | $134,532-78.8% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -15.93% | 750.73%-766.7pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,834 | $5,245-65.0% | $4,815-61.9% | $4,741-61.3% |
| Participant deferral / active EE | $3,689 | $7,801-52.7% | $7,448-50.5% | $6,401-42.4% |
| Admin fee / account holder | $19,781 | $11,568+71.0% | $10,007+97.7% | $11,429+73.1% |