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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 | $19,003 | $138,102-86.2% | $125,381-84.8% | $134,532-85.9% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -15.23% | 750.73%-766.0pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $6,980 | $5,245+33.1% | $4,815+45.0% | $4,741+47.2% |
| Participant deferral / active EE | $2,946 | $7,801-62.2% | $7,448-60.4% | $6,401-54.0% |
| Admin fee / account holder | $5,042 | $11,568-56.4% | $10,007-49.6% | $11,429-55.9% |