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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 | $59,260 | $138,078-57.1% | $125,363-52.7% | $134,509-55.9% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -16.08% | 750.49%-766.6pp | 572.15%-588.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,494 | $5,245-52.4% | $4,815-48.2% | $4,741-47.4% |
| Participant deferral / active EE | $5,174 | $7,800-33.7% | $7,447-30.5% | $6,400-19.2% |
| Admin fee / account holder | $640 | $11,566-94.5% | $10,005-93.6% | $11,427-94.4% |