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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 | $53,750 | $138,102-61.1% | $125,381-57.1% | $134,532-60.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.92% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $3,159 | $5,245-39.8% | $4,815-34.4% | $4,741-33.4% |
| Participant deferral / active EE | $5,997 | $7,801-23.1% | $7,448-19.5% | $6,401-6.3% |
| Admin fee / account holder | $342 | $11,568-97.0% | $10,007-96.6% | $11,429-97.0% |