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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 | $20,693 | $138,114-85.0% | $125,391-83.5% | $134,545-84.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -17.72% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,448 | $5,246-53.3% | $4,816-49.2% | $4,742-48.4% |
| Participant deferral / active EE | $3,657 | $7,801-53.1% | $7,448-50.9% | $6,401-42.9% |
| Admin fee / account holder | $1,066 | $11,570-90.8% | $10,009-89.3% | $11,431-90.7% |