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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 | $45,295 | $190,916-76.3% | $160,037-71.7% | $134,545-66.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -18.37% | 552.79%-571.2pp | 408.95%-427.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,384 | $4,996-52.3% | $4,226-43.6% | $4,742-49.7% |
| Participant deferral / active EE | $5,596 | $6,925-19.2% | $6,184-9.5% | $6,401-12.6% |
| Admin fee / account holder | $536 | $10,497-94.9% | $8,716-93.9% | $11,431-95.3% |