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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 | $22,610 | $138,102-83.6% | $125,381-82.0% | $134,532-83.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.58% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,534 | $5,245-70.8% | $4,815-68.1% | $4,741-67.6% |
| Participant deferral / active EE | $8,343 | $7,801+6.9% | $7,448+12.0% | $6,401+30.3% |
| Admin fee / account holder | $1,540 | $11,568-86.7% | $10,007-84.6% | $11,429-86.5% |