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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 | $30,848 | $138,076-77.7% | $123,553-75.0% | $135,380-77.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -2.52% | 153.70%-156.2pp | 119.21%-121.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $1,659 | $5,152-67.8% | $4,628-64.2% | $4,779-65.3% |
| Participant deferral / active EE | $2,220 | $6,800-67.4% | $6,426-65.5% | $5,609-60.4% |
| Admin fee / account holder | $19,386 | $10,917+77.6% | $9,284+108.8% | $10,828+79.0% |