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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 | $26,882 | $138,102-80.5% | $125,381-78.6% | $134,532-80.0% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -15.97% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,425 | $5,245-53.8% | $4,815-49.6% | $4,741-48.9% |
| Participant deferral / active EE | $4,490 | $7,801-42.4% | $7,448-39.7% | $6,401-29.8% |
| Admin fee / account holder | $1,411 | $11,568-87.8% | $10,007-85.9% | $11,429-87.7% |