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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 | $18,660 | $138,102-86.5% | $125,381-85.1% | $134,532-86.1% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -4.39% | 750.73%-755.1pp | 572.31%-576.7pp | 418.27%-422.7pp |
| Employer contribution / active EE | $1,824 | $5,245-65.2% | $4,815-62.1% | $4,741-61.5% |
| Participant deferral / active EE | $4,649 | $7,801-40.4% | $7,448-37.6% | $6,401-27.4% |
| Admin fee / account holder | $5,675 | $11,568-50.9% | $10,007-43.3% | $11,429-50.3% |