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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 | $51,914 | $138,076-62.4% | $123,553-58.0% | $135,380-61.7% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.68% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,663 | $5,152-48.3% | $4,628-42.5% | $4,779-44.3% |
| Participant deferral / active EE | $3,049 | $6,800-55.2% | $6,426-52.6% | $5,609-45.6% |
| Admin fee / account holder | $470 | $10,917-95.7% | $9,284-94.9% | $10,828-95.7% |