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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 | $34,126 | $92,743-63.2% | $82,744-58.8% | $134,532-74.6% |
| Participation rate | 93.8% | 75.2%+18.5pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -14.52% | 946.63%-961.2pp | 702.22%-716.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $1,782 | $3,273-45.5% | $3,008-40.8% | $4,741-62.4% |
| Participant deferral / active EE | $8,388 | $4,802+74.7% | $4,395+90.9% | $6,401+31.0% |
| Admin fee / account holder | $1,270 | $5,977-78.8% | $5,325-76.1% | $11,429-88.9% |