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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 | $34,557 | $90,607-61.9% | $79,467-56.5% | $135,380-74.5% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -9.52% | 977.74%-987.3pp | 718.30%-727.8pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,549 | $3,068-49.5% | $2,800-44.7% | $4,779-67.6% |
| Participant deferral / active EE | $5,455 | $4,050+34.7% | $3,704+47.3% | $5,609-2.7% |
| Admin fee / account holder | $809 | $5,895-86.3% | $5,104-84.2% | $10,828-92.5% |