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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 | $60,216 | $190,879-68.5% | $160,009-62.4% | $134,532-55.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.0%+12.9pp | 81.2%+9.7pp |
| Annual return | -19.26% | 552.63%-571.9pp | 408.85%-428.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,303 | $4,995-53.9% | $4,225-45.5% | $4,741-51.4% |
| Participant deferral / active EE | $10,555 | $6,924+52.4% | $6,183+70.7% | $6,401+64.9% |
| Admin fee / account holder | $3,955 | $10,495-62.3% | $8,715-54.6% | $11,429-65.4% |