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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 | $22,633 | $138,102-83.6% | $125,381-81.9% | $134,532-83.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.38% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,425 | $5,245-53.8% | $4,815-49.6% | $4,741-48.9% |
| Participant deferral / active EE | $5,338 | $7,801-31.6% | $7,448-28.3% | $6,401-16.6% |
| Admin fee / account holder | $1,592 | $11,568-86.2% | $10,007-84.1% | $11,429-86.1% |