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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 | $41,813 | $138,076-69.7% | $123,553-66.2% | $135,380-69.1% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -7.22% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $8,272 | $5,152+60.6% | $4,628+78.7% | $4,779+73.1% |
| Participant deferral / active EE | $10,885 | $6,800+60.1% | $6,426+69.4% | $5,609+94.1% |
| Admin fee / account holder | $1,695 | $10,917-84.5% | $9,284-81.7% | $10,828-84.3% |