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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 | $13,055 | $106,551-87.7% | $91,225-85.7% | $134,532-90.3% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -19.39% | 160.78%-180.2pp | 114.12%-133.5pp | 418.27%-437.7pp |
| Employer contribution / active EE | $5,639 | $3,331+69.3% | $2,851+97.8% | $4,741+18.9% |
| Participant deferral / active EE | $7,503 | $4,718+59.0% | $4,233+77.2% | $6,401+17.2% |
| Admin fee / account holder | $643 | $6,234-89.7% | $5,422-88.1% | $11,429-94.4% |