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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 | $40,004 | $180,462-77.8% | $154,111-74.0% | $135,379-70.5% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -7.18% | 888.17%-895.3pp | 735.18%-742.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $1,662 | $6,036-72.5% | $5,298-68.6% | $4,779-65.2% |
| Participant deferral / active EE | $2,320 | $5,806-60.1% | $5,081-54.3% | $5,609-58.6% |
| Admin fee / account holder | $7,110 | $16,145-56.0% | $13,411-47.0% | $10,828-34.3% |