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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 | $34,013 | $138,102-75.4% | $125,381-72.9% | $134,532-74.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.12% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $3,518 | $5,245-32.9% | $4,815-26.9% | $4,741-25.8% |
| Participant deferral / active EE | $6,327 | $7,801-18.9% | $7,448-15.1% | $6,401-1.2% |
| Admin fee / account holder | $573 | $11,568-95.0% | $10,007-94.3% | $11,429-95.0% |