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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 | $26,775 | $138,102-80.6% | $125,381-78.6% | $134,532-80.1% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -14.19% | 750.73%-764.9pp | 572.31%-586.5pp | 418.27%-432.5pp |
| Employer contribution / active EE | $4,386 | $5,245-16.4% | $4,815-8.9% | $4,741-7.5% |
| Participant deferral / active EE | $4,844 | $7,801-37.9% | $7,448-35.0% | $6,401-24.3% |
| Admin fee / account holder | $1,939 | $11,568-83.2% | $10,007-80.6% | $11,429-83.0% |