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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 | $31,427 | $190,879-83.5% | $160,009-80.4% | $134,532-76.6% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | -19.98% | 552.63%-572.6pp | 408.85%-428.8pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,826 | $4,995-63.4% | $4,225-56.8% | $4,741-61.5% |
| Participant deferral / active EE | $8,082 | $6,924+16.7% | $6,183+30.7% | $6,401+26.3% |
| Admin fee / account holder | $618 | $10,495-94.1% | $8,715-92.9% | $11,429-94.6% |