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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 | $19,128 | $190,862-90.0% | $159,991-88.0% | $134,509-85.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -18.63% | 552.59%-571.2pp | 408.82%-427.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $2,061 | $4,995-58.7% | $4,225-51.2% | $4,741-56.5% |
| Participant deferral / active EE | $4,532 | $6,924-34.5% | $6,183-26.7% | $6,400-29.2% |
| Admin fee / account holder | $2,976 | $10,495-71.6% | $8,715-65.9% | $11,427-74.0% |