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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 | $18,395 | $138,114-86.7% | $125,391-85.3% | $134,545-86.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.40% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,912 | $5,246-63.6% | $4,816-60.3% | $4,742-59.7% |
| Participant deferral / active EE | $3,159 | $7,801-59.5% | $7,448-57.6% | $6,401-50.6% |
| Admin fee / account holder | $905 | $11,570-92.2% | $10,009-91.0% | $11,431-92.1% |