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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 | $28,245 | $138,102-79.5% | $125,381-77.5% | $134,532-79.0% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -18.86% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,775 | $5,245-47.1% | $4,815-42.4% | $4,741-41.5% |
| Participant deferral / active EE | $5,522 | $7,801-29.2% | $7,448-25.9% | $6,401-13.7% |
| Admin fee / account holder | $511 | $11,568-95.6% | $10,007-94.9% | $11,429-95.5% |