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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 | $19,801 | $138,102-85.7% | $125,381-84.2% | $134,532-85.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -11.64% | 750.73%-762.4pp | 572.31%-584.0pp | 418.27%-429.9pp |
| Employer contribution / active EE | $2,092 | $5,245-60.1% | $4,815-56.5% | $4,741-55.9% |
| Participant deferral / active EE | $4,585 | $7,801-41.2% | $7,448-38.4% | $6,401-28.4% |
| Admin fee / account holder | $3,557 | $11,568-69.2% | $10,007-64.5% | $11,429-68.9% |