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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 | $41,317 | $190,879-78.4% | $160,009-74.2% | $134,532-69.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -17.86% | 552.63%-570.5pp | 408.85%-426.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,331 | $4,995-53.3% | $4,225-44.8% | $4,741-50.8% |
| Participant deferral / active EE | $6,376 | $6,924-7.9% | $6,183+3.1% | $6,401-0.4% |
| Admin fee / account holder | $705 | $10,495-93.3% | $8,715-91.9% | $11,429-93.8% |