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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 | $21,935 | $138,114-84.1% | $125,391-82.5% | $134,545-83.7% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -19.20% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,393 | $5,246-54.4% | $4,816-50.3% | $4,742-49.5% |
| Participant deferral / active EE | $7,014 | $7,801-10.1% | $7,448-5.8% | $6,401+9.6% |
| Admin fee / account holder | $1,432 | $11,570-87.6% | $10,009-85.7% | $11,431-87.5% |