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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 | $18,798 | $190,862-90.2% | $159,991-88.3% | $134,509-86.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.31% | 552.59%-568.9pp | 408.82%-425.1pp | 418.13%-434.4pp |
| Employer contribution / active EE | $1,332 | $4,995-73.3% | $4,225-68.5% | $4,741-71.9% |
| Participant deferral / active EE | $3,419 | $6,924-50.6% | $6,183-44.7% | $6,400-46.6% |
| Admin fee / account holder | $2,672 | $10,495-74.5% | $8,715-69.3% | $11,427-76.6% |