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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 | $19,308 | $92,766-79.2% | $82,763-76.7% | $134,545-85.6% |
| Participation rate | 86.4% | 75.2%+11.2pp | 72.6%+13.8pp | 81.2%+5.1pp |
| Annual return | -10.22% | 946.97%-957.2pp | 702.45%-712.7pp | 418.37%-428.6pp |
| Employer contribution / active EE | $3,318 | $3,273+1.4% | $3,008+10.3% | $4,742-30.0% |
| Participant deferral / active EE | $2,934 | $4,802-38.9% | $4,395-33.3% | $6,401-54.2% |
| Admin fee / account holder | $313 | $5,978-94.8% | $5,325-94.1% | $11,431-97.3% |