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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 | $15,364 | $138,102-88.9% | $125,381-87.7% | $134,532-88.6% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -14.80% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $2,693 | $5,245-48.7% | $4,815-44.1% | $4,741-43.2% |
| Participant deferral / active EE | $4,729 | $7,801-39.4% | $7,448-36.5% | $6,401-26.1% |
| Admin fee / account holder | $5,084 | $11,568-56.1% | $10,007-49.2% | $11,429-55.5% |