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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 | $40,397 | $138,076-70.7% | $123,553-67.3% | $135,380-70.2% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -4.26% | 153.70%-158.0pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,203 | $5,152-76.7% | $4,628-74.0% | $4,779-74.8% |
| Participant deferral / active EE | $3,371 | $6,800-50.4% | $6,426-47.5% | $5,609-39.9% |
| Admin fee / account holder | $14,102 | $10,917+29.2% | $9,284+51.9% | $10,828+30.2% |