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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 | $28,621 | $138,102-79.3% | $125,381-77.2% | $134,532-78.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.84% | 750.73%-767.6pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,048 | $5,245-41.9% | $4,815-36.7% | $4,741-35.7% |
| Participant deferral / active EE | $6,598 | $7,801-15.4% | $7,448-11.4% | $6,401+3.1% |
| Admin fee / account holder | $2,127 | $11,568-81.6% | $10,007-78.7% | $11,429-81.4% |