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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 | $55,472 | $138,076-59.8% | $123,553-55.1% | $135,380-59.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -7.68% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,922 | $5,152-62.7% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $4,368 | $6,800-35.8% | $6,426-32.0% | $5,609-22.1% |
| Admin fee / account holder | $597 | $10,917-94.5% | $9,284-93.6% | $10,828-94.5% |