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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 | $38,167 | $138,076-72.4% | $123,553-69.1% | $135,380-71.8% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -3.05% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $2,669 | $5,152-48.2% | $4,628-42.3% | $4,779-44.2% |
| Participant deferral / active EE | $5,609 | $6,800-17.5% | $6,426-12.7% | $5,6090% |
| Admin fee / account holder | $587 | $10,917-94.6% | $9,284-93.7% | $10,828-94.6% |