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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 | $26,865 | $190,916-85.9% | $160,037-83.2% | $134,545-80.0% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -19.38% | 552.79%-572.2pp | 408.95%-428.3pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,063 | $4,996-78.7% | $4,226-74.8% | $4,742-77.6% |
| Participant deferral / active EE | $5,576 | $6,925-19.5% | $6,184-9.8% | $6,401-12.9% |
| Admin fee / account holder | $1,726 | $10,497-83.6% | $8,716-80.2% | $11,431-84.9% |