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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 | $27,501 | $138,076-80.1% | $123,553-77.7% | $135,380-79.7% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -8.22% | 153.70%-161.9pp | 119.21%-127.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $3,359 | $5,152-34.8% | $4,628-27.4% | $4,779-29.7% |
| Participant deferral / active EE | $6,049 | $6,800-11.0% | $6,426-5.9% | $5,609+7.9% |
| Admin fee / account holder | $627 | $10,917-94.3% | $9,284-93.2% | $10,828-94.2% |