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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 | $21,727 | $190,879-88.6% | $160,009-86.4% | $134,532-83.9% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.0%-4.3pp | 81.2%-7.5pp |
| Annual return | -17.07% | 552.63%-569.7pp | 408.85%-425.9pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,626 | $4,995-67.4% | $4,225-61.5% | $4,741-65.7% |
| Participant deferral / active EE | $2,424 | $6,924-65.0% | $6,183-60.8% | $6,401-62.1% |
| Admin fee / account holder | $1,605 | $10,495-84.7% | $8,715-81.6% | $11,429-86.0% |