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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 | $21,001 | $190,916-89.0% | $160,037-86.9% | $134,545-84.4% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.3pp | 81.2%+2.1pp |
| Annual return | -16.63% | 552.79%-569.4pp | 408.95%-425.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,374 | $4,996-52.5% | $4,226-43.8% | $4,742-49.9% |
| Participant deferral / active EE | $5,567 | $6,925-19.6% | $6,184-10.0% | $6,401-13.0% |
| Admin fee / account holder | $1,787 | $10,497-83.0% | $8,716-79.5% | $11,431-84.4% |