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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 | $20,806 | $138,114-84.9% | $125,391-83.4% | $134,545-84.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -19.54% | 750.88%-770.4pp | 572.41%-592.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,613 | $5,246-69.3% | $4,816-66.5% | $4,742-66.0% |
| Participant deferral / active EE | $5,257 | $7,801-32.6% | $7,448-29.4% | $6,401-17.9% |
| Admin fee / account holder | $1,864 | $11,570-83.9% | $10,009-81.4% | $11,431-83.7% |