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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 | $29,785 | $138,102-78.4% | $125,381-76.2% | $134,532-77.9% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -12.76% | 750.73%-763.5pp | 572.31%-585.1pp | 418.27%-431.0pp |
| Employer contribution / active EE | $2,189 | $5,245-58.3% | $4,815-54.5% | $4,741-53.8% |
| Participant deferral / active EE | $4,696 | $7,801-39.8% | $7,448-37.0% | $6,401-26.6% |
| Admin fee / account holder | $2,704 | $11,568-76.6% | $10,007-73.0% | $11,429-76.3% |