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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 | $23,684 | $190,879-87.6% | $160,009-85.2% | $134,532-82.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.52% | 552.63%-572.1pp | 408.85%-428.4pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,590 | $4,995-68.2% | $4,225-62.4% | $4,741-66.5% |
| Participant deferral / active EE | $5,354 | $6,924-22.7% | $6,183-13.4% | $6,401-16.4% |
| Admin fee / account holder | $607 | $10,495-94.2% | $8,715-93.0% | $11,429-94.7% |