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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 | $21,219 | $138,102-84.6% | $125,381-83.1% | $134,532-84.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -18.38% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,373 | $5,245-54.8% | $4,815-50.7% | $4,741-50.0% |
| Participant deferral / active EE | $4,791 | $7,801-38.6% | $7,448-35.7% | $6,401-25.1% |
| Admin fee / account holder | $2,856 | $11,568-75.3% | $10,007-71.5% | $11,429-75.0% |