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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 | $34,573 | $138,076-75.0% | $123,553-72.0% | $135,380-74.5% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -5.32% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $7,099 | $5,152+37.8% | $4,628+53.4% | $4,779+48.6% |
| Participant deferral / active EE | $4,084 | $6,800-39.9% | $6,426-36.4% | $5,609-27.2% |
| Admin fee / account holder | $2,486 | $10,917-77.2% | $9,284-73.2% | $10,828-77.0% |