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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 | $17,309 | $138,114-87.5% | $125,391-86.2% | $134,545-87.1% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -16.35% | 750.88%-767.2pp | 572.41%-588.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,430 | $5,246-53.7% | $4,816-49.5% | $4,742-48.7% |
| Participant deferral / active EE | $3,185 | $7,801-59.2% | $7,448-57.2% | $6,401-50.3% |
| Admin fee / account holder | $646 | $11,570-94.4% | $10,009-93.5% | $11,431-94.3% |