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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 | $27,902 | $138,076-79.8% | $123,553-77.4% | $135,380-79.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -1.81% | 153.70%-155.5pp | 119.21%-121.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $8,861 | $5,152+72.0% | $4,628+91.5% | $4,779+85.4% |
| Participant deferral / active EE | $33,835 | $6,800+397.6% | $6,426+426.5% | $5,609+503.2% |
| Admin fee / account holder | $90,619 | $10,917+730.1% | $9,284+876.0% | $10,828+736.9% |