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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 | $20,141 | $138,102-85.4% | $125,381-83.9% | $134,532-85.0% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -14.07% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $2,392 | $5,245-54.4% | $4,815-50.3% | $4,741-49.5% |
| Participant deferral / active EE | $6,005 | $7,801-23.0% | $7,448-19.4% | $6,401-6.2% |
| Admin fee / account holder | $3,963 | $11,568-65.7% | $10,007-60.4% | $11,429-65.3% |