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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 | $20,745 | $138,102-85.0% | $125,381-83.5% | $134,532-84.6% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -20.49% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $3,609 | $5,245-31.2% | $4,815-25.1% | $4,741-23.9% |
| Participant deferral / active EE | $3,978 | $7,801-49.0% | $7,448-46.6% | $6,401-37.9% |
| Admin fee / account holder | $1,284 | $11,568-88.9% | $10,007-87.2% | $11,429-88.8% |