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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 | $35,903 | $92,743-61.3% | $82,744-56.6% | $134,532-73.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -17.24% | 946.63%-963.9pp | 702.22%-719.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,013 | $3,273-7.9% | $3,008+0.2% | $4,741-36.5% |
| Participant deferral / active EE | $4,741 | $4,802-1.3% | $4,395+7.9% | $6,401-25.9% |
| Admin fee / account holder | $1,986 | $5,977-66.8% | $5,325-62.7% | $11,429-82.6% |