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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 | $42,856 | $138,076-69.0% | $123,553-65.3% | $135,380-68.3% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -6.09% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,113 | $5,152-78.4% | $4,628-76.0% | $4,779-76.7% |
| Participant deferral / active EE | $2,864 | $6,800-57.9% | $6,426-55.4% | $5,609-48.9% |
| Admin fee / account holder | $1,465 | $10,917-86.6% | $9,284-84.2% | $10,828-86.5% |