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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 | $22,859 | $138,102-83.4% | $125,381-81.8% | $134,532-83.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -12.39% | 750.73%-763.1pp | 572.31%-584.7pp | 418.27%-430.7pp |
| Employer contribution / active EE | $2,416 | $5,245-53.9% | $4,815-49.8% | $4,741-49.0% |
| Participant deferral / active EE | $3,250 | $7,801-58.3% | $7,448-56.4% | $6,401-49.2% |
| Admin fee / account holder | $1,530 | $11,568-86.8% | $10,007-84.7% | $11,429-86.6% |