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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 | $25,416 | $138,076-81.6% | $123,553-79.4% | $135,380-81.2% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -6.72% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,775 | $5,152-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $4,183 | $6,800-38.5% | $6,426-34.9% | $5,609-25.4% |
| Admin fee / account holder | $374 | $10,917-96.6% | $9,284-96.0% | $10,828-96.5% |