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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 | $20,440 | $138,102-85.2% | $125,381-83.7% | $134,532-84.8% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -17.03% | 750.73%-767.8pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $5,163 | $5,245-1.6% | $4,815+7.2% | $4,741+8.9% |
| Participant deferral / active EE | $7,264 | $7,801-6.9% | $7,448-2.5% | $6,401+13.5% |
| Admin fee / account holder | $791 | $11,568-93.2% | $10,007-92.1% | $11,429-93.1% |