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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 | $19,631 | $190,916-89.7% | $160,037-87.7% | $134,545-85.4% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -19.75% | 552.79%-572.5pp | 408.95%-428.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,851 | $4,996-42.9% | $4,226-32.5% | $4,742-39.9% |
| Participant deferral / active EE | $8,608 | $6,925+24.3% | $6,184+39.2% | $6,401+34.5% |
| Admin fee / account holder | $675 | $10,497-93.6% | $8,716-92.3% | $11,431-94.1% |