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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 | $15,758 | $92,743-83.0% | $82,744-81.0% | $134,532-88.3% |
| Participation rate | 79.2% | 75.2%+4.0pp | 72.6%+6.6pp | 81.2%-2.1pp |
| Annual return | -10.26% | 946.63%-956.9pp | 702.22%-712.5pp | 418.27%-428.5pp |
| Employer contribution / active EE | $3,011 | $3,273-8.0% | $3,008+0.1% | $4,741-36.5% |
| Participant deferral / active EE | $5,135 | $4,802+6.9% | $4,395+16.9% | $6,401-19.8% |
| Admin fee / account holder | $1,270 | $5,977-78.8% | $5,325-76.2% | $11,429-88.9% |