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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 | $22,420 | $138,076-83.8% | $123,553-81.9% | $135,380-83.4% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -7.14% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $6,893 | $5,152+33.8% | $4,628+48.9% | $4,779+44.2% |
| Participant deferral / active EE | $2,246 | $6,800-67.0% | $6,426-65.0% | $5,609-60.0% |
| Admin fee / account holder | $486 | $10,917-95.6% | $9,284-94.8% | $10,828-95.5% |