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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 | $38,604 | $135,639-71.5% | $110,241-65.0% | $135,382-71.5% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.8%+14.6pp | 82.6%+11.8pp |
| Annual return | -3.12% | 513.21%-516.3pp | 314.75%-317.9pp | 519.77%-522.9pp |
| Employer contribution / active EE | $2,115 | $4,907-56.9% | $3,827-44.7% | $4,779-55.7% |
| Participant deferral / active EE | $6,686 | $5,507+21.4% | $4,672+43.1% | $5,609+19.2% |
| Admin fee / account holder | $34,384 | $11,457+200.1% | $8,548+302.3% | $10,829+217.5% |