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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 | $31,281 | $190,879-83.6% | $160,009-80.5% | $134,532-76.7% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.0%+0.6pp | 81.2%-2.7pp |
| Annual return | -17.93% | 552.63%-570.6pp | 408.85%-426.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,007 | $4,995-59.8% | $4,225-52.5% | $4,741-57.7% |
| Participant deferral / active EE | $6,710 | $6,924-3.1% | $6,183+8.5% | $6,401+4.8% |
| Admin fee / account holder | $960 | $10,495-90.9% | $8,715-89.0% | $11,429-91.6% |