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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 | $27,868 | $138,076-79.8% | $123,553-77.4% | $135,380-79.4% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.47% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,109 | $5,152-59.1% | $4,628-54.4% | $4,779-55.9% |
| Participant deferral / active EE | $3,657 | $6,800-46.2% | $6,426-43.1% | $5,609-34.8% |
| Admin fee / account holder | $5,366 | $10,917-50.8% | $9,284-42.2% | $10,828-50.4% |