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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 | $23,166 | $90,617-74.4% | $79,476-70.9% | $135,382-82.9% |
| Participation rate | 88.9% | 76.1%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -5.63% | 977.57%-983.2pp | 718.21%-723.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $2,404 | $3,068-21.6% | $2,800-14.2% | $4,779-49.7% |
| Participant deferral / active EE | $7,362 | $4,050+81.8% | $3,704+98.8% | $5,609+31.3% |
| Admin fee / account holder | $6,952 | $5,907+17.7% | $5,113+36.0% | $10,829-35.8% |