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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 | $52,215 | $90,617-42.4% | $79,476-34.3% | $135,382-61.4% |
| Participation rate | 87.5% | 76.1%+11.4pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -4.57% | 977.57%-982.1pp | 718.21%-722.8pp | 519.77%-524.3pp |
| Employer contribution / active EE | $3,434 | $3,068+11.9% | $2,800+22.6% | $4,779-28.1% |
| Participant deferral / active EE | $2,553 | $4,050-37.0% | $3,704-31.1% | $5,609-54.5% |
| Admin fee / account holder | $611 | $5,907-89.7% | $5,113-88.1% | $10,829-94.4% |