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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 | $29,615 | $190,916-84.5% | $160,037-81.5% | $134,545-78.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -20.16% | 552.79%-573.0pp | 408.95%-429.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,601 | $4,996-47.9% | $4,226-38.4% | $4,742-45.1% |
| Participant deferral / active EE | $8,626 | $6,925+24.6% | $6,184+39.5% | $6,401+34.8% |
| Admin fee / account holder | $311 | $10,497-97.0% | $8,716-96.4% | $11,431-97.3% |