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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 | $26,716 | $138,114-80.7% | $125,391-78.7% | $134,545-80.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -4.39% | 750.88%-755.3pp | 572.41%-576.8pp | 418.37%-422.8pp |
| Employer contribution / active EE | $1,887 | $5,246-64.0% | $4,816-60.8% | $4,742-60.2% |
| Participant deferral / active EE | $5,248 | $7,801-32.7% | $7,448-29.5% | $6,401-18.0% |
| Admin fee / account holder | $852 | $11,570-92.6% | $10,009-91.5% | $11,431-92.5% |