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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 | $19,287 | $138,078-86.0% | $125,363-84.6% | $134,509-85.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -11.39% | 750.49%-761.9pp | 572.15%-583.5pp | 418.13%-429.5pp |
| Employer contribution / active EE | $2,304 | $5,245-56.1% | $4,815-52.2% | $4,741-51.4% |
| Participant deferral / active EE | $3,502 | $7,800-55.1% | $7,447-53.0% | $6,400-45.3% |
| Admin fee / account holder | $804 | $11,566-93.0% | $10,005-92.0% | $11,427-93.0% |