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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 | $24,003 | $138,102-82.6% | $125,381-80.9% | $134,532-82.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.29% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $3,170 | $5,245-39.6% | $4,815-34.2% | $4,741-33.1% |
| Participant deferral / active EE | $6,357 | $7,801-18.5% | $7,448-14.6% | $6,401-0.7% |
| Admin fee / account holder | $3,234 | $11,568-72.0% | $10,007-67.7% | $11,429-71.7% |