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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 | $38,528 | $190,862-79.8% | $159,991-75.9% | $134,509-71.4% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.0%+17.5pp | 81.2%+14.2pp |
| Annual return | -16.38% | 552.59%-569.0pp | 408.82%-425.2pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,336 | $4,995-73.2% | $4,225-68.4% | $4,741-71.8% |
| Participant deferral / active EE | $3,902 | $6,924-43.6% | $6,183-36.9% | $6,400-39.0% |
| Admin fee / account holder | $2,649 | $10,495-74.8% | $8,715-69.6% | $11,427-76.8% |