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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 | $38,781 | $138,076-71.9% | $123,553-68.6% | $135,380-71.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.00% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,184 | $5,152-77.0% | $4,628-74.4% | $4,779-75.2% |
| Participant deferral / active EE | $2,530 | $6,800-62.8% | $6,426-60.6% | $5,609-54.9% |
| Admin fee / account holder | $400 | $10,917-96.3% | $9,284-95.7% | $10,828-96.3% |