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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 | $24,081 | $90,606-73.4% | $79,466-69.7% | $135,379-82.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -8.19% | 977.69%-985.9pp | 718.28%-726.5pp | 519.79%-528.0pp |
| Employer contribution / active EE | $7,665 | $3,068+149.9% | $2,800+173.7% | $4,779+60.4% |
| Participant deferral / active EE | $5,462 | $4,050+34.8% | $3,704+47.5% | $5,609-2.6% |
| Admin fee / account holder | $547 | $5,895-90.7% | $5,104-89.3% | $10,828-95.0% |