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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 | $59,018 | $180,462-67.3% | $154,111-61.7% | $135,379-56.4% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -8.42% | 888.17%-896.6pp | 735.18%-743.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,378 | $6,036-60.6% | $5,298-55.1% | $4,779-50.2% |
| Participant deferral / active EE | $2,954 | $5,806-49.1% | $5,081-41.9% | $5,609-47.3% |
| Admin fee / account holder | $372 | $16,145-97.7% | $13,411-97.2% | $10,828-96.6% |