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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 | $21,036 | $138,078-84.8% | $125,363-83.2% | $134,509-84.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.80% | 750.49%-770.3pp | 572.15%-591.9pp | 418.13%-437.9pp |
| Employer contribution / active EE | $2,497 | $5,245-52.4% | $4,815-48.1% | $4,741-47.3% |
| Participant deferral / active EE | $7,184 | $7,800-7.9% | $7,447-3.5% | $6,400+12.2% |
| Admin fee / account holder | $842 | $11,566-92.7% | $10,005-91.6% | $11,427-92.6% |