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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 | $21,464 | $152,597-85.9% | $117,533-81.7% | $134,532-84.0% |
| Participation rate | 95.8% | 77.1%+18.7pp | 70.6%+25.2pp | 81.2%+14.6pp |
| Annual return | -17.71% | 53.04%-70.8pp | 29.77%-47.5pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,586 | $5,576-53.6% | $4,179-38.1% | $4,741-45.5% |
| Participant deferral / active EE | $3,839 | $4,821-20.4% | $4,072-5.7% | $6,401-40.0% |
| Admin fee / account holder | $5,139 | $7,007-26.7% | $5,647-9.0% | $11,429-55.0% |