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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 | $18,949 | $138,102-86.3% | $125,381-84.9% | $134,532-85.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -12.48% | 750.73%-763.2pp | 572.31%-584.8pp | 418.27%-430.7pp |
| Employer contribution / active EE | $975 | $5,245-81.4% | $4,815-79.8% | $4,741-79.4% |
| Participant deferral / active EE | $5,272 | $7,801-32.4% | $7,448-29.2% | $6,401-17.6% |
| Admin fee / account holder | $1,739 | $11,568-85.0% | $10,007-82.6% | $11,429-84.8% |