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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 | $27,043 | $138,075-80.4% | $123,552-78.1% | $135,379-80.0% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -9.00% | 153.70%-162.7pp | 119.20%-128.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $3,101 | $5,152-39.8% | $4,628-33.0% | $4,779-35.1% |
| Participant deferral / active EE | $4,481 | $6,800-34.1% | $6,426-30.3% | $5,609-20.1% |
| Admin fee / account holder | $343 | $10,917-96.9% | $9,285-96.3% | $10,828-96.8% |