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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 | $31,681 | $138,114-77.1% | $125,391-74.7% | $134,545-76.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -18.09% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,625 | $5,246-69.0% | $4,816-66.2% | $4,742-65.7% |
| Participant deferral / active EE | $3,599 | $7,801-53.9% | $7,448-51.7% | $6,401-43.8% |
| Admin fee / account holder | $596 | $11,570-94.9% | $10,009-94.0% | $11,431-94.8% |