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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 | $39,765 | $190,879-79.2% | $160,009-75.1% | $134,532-70.4% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.0%-1.5pp | 81.2%-4.8pp |
| Annual return | -19.91% | 552.63%-572.5pp | 408.85%-428.8pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,220 | $4,995-75.6% | $4,225-71.1% | $4,741-74.3% |
| Participant deferral / active EE | $4,365 | $6,924-37.0% | $6,183-29.4% | $6,401-31.8% |
| Admin fee / account holder | $631 | $10,495-94.0% | $8,715-92.8% | $11,429-94.5% |