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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 | $21,727 | $138,114-84.3% | $125,391-82.7% | $134,545-83.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.38% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,417 | $5,246-53.9% | $4,816-49.8% | $4,742-49.0% |
| Participant deferral / active EE | $3,346 | $7,801-57.1% | $7,448-55.1% | $6,401-47.7% |
| Admin fee / account holder | $24,079 | $11,570+108.1% | $10,009+140.6% | $11,431+110.7% |