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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 | $45,709 | $138,114-66.9% | $125,391-63.5% | $134,545-66.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -13.75% | 750.88%-764.6pp | 572.41%-586.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $1,307 | $5,246-75.1% | $4,816-72.9% | $4,742-72.4% |
| Participant deferral / active EE | $6,361 | $7,801-18.5% | $7,448-14.6% | $6,401-0.6% |
| Admin fee / account holder | $27,815 | $11,570+140.4% | $10,009+177.9% | $11,431+143.3% |