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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 | $30,974 | $190,862-83.8% | $159,991-80.6% | $134,509-77.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.36% | 552.59%-566.9pp | 408.82%-423.2pp | 418.13%-432.5pp |
| Employer contribution / active EE | $2,786 | $4,995-44.2% | $4,225-34.1% | $4,741-41.2% |
| Participant deferral / active EE | $6,836 | $6,924-1.3% | $6,183+10.6% | $6,400+6.8% |
| Admin fee / account holder | $7,945 | $10,495-24.3% | $8,715-8.8% | $11,427-30.5% |