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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 | $24,191 | $138,075-82.5% | $123,552-80.4% | $135,379-82.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.01% | 153.70%-158.7pp | 119.20%-124.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $3,525 | $5,152-31.6% | $4,628-23.8% | $4,779-26.2% |
| Participant deferral / active EE | $6,940 | $6,800+2.1% | $6,426+8.0% | $5,609+23.7% |
| Admin fee / account holder | $18,677 | $10,917+71.1% | $9,285+101.2% | $10,828+72.5% |