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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 | $20,066 | $138,102-85.5% | $125,381-84.0% | $134,532-85.1% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -12.84% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.1pp |
| Employer contribution / active EE | $2,500 | $5,245-52.3% | $4,815-48.1% | $4,741-47.3% |
| Participant deferral / active EE | $3,026 | $7,801-61.2% | $7,448-59.4% | $6,401-52.7% |
| Admin fee / account holder | $4,659 | $11,568-59.7% | $10,007-53.4% | $11,429-59.2% |