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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 | $190,843-89.7% | $159,981-87.7% | $134,493-85.4% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -19.75% | 552.37%-572.1pp | 408.70%-428.5pp | 418.01%-437.8pp |
| Employer contribution / active EE | $2,851 | $4,993-42.9% | $4,224-32.5% | $4,740-39.8% |
| Participant deferral / active EE | $8,608 | $6,923+24.3% | $6,182+39.2% | $6,400+34.5% |
| Admin fee / account holder | $675 | $10,475-93.6% | $8,700-92.2% | $11,425-94.1% |