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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 | $18,694 | $92,766-79.8% | $82,763-77.4% | $134,545-86.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -12.54% | 946.97%-959.5pp | 702.45%-715.0pp | 418.37%-430.9pp |
| Employer contribution / active EE | $7,613 | $3,273+132.6% | $3,008+153.1% | $4,742+60.6% |
| Participant deferral / active EE | $6,639 | $4,802+38.3% | $4,395+51.1% | $6,401+3.7% |
| Admin fee / account holder | $513 | $5,978-91.4% | $5,325-90.4% | $11,431-95.5% |