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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 | $37,161 | $106,557-65.1% | $91,227-59.3% | $134,545-72.4% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -15.00% | 160.81%-175.8pp | 114.14%-129.1pp | 418.37%-433.4pp |
| Employer contribution / active EE | $1,415 | $3,332-57.5% | $2,851-50.4% | $4,742-70.2% |
| Participant deferral / active EE | $1,690 | $4,719-64.2% | $4,234-60.1% | $6,401-73.6% |
| Admin fee / account holder | $3,053 | $6,235-51.0% | $5,423-43.7% | $11,431-73.3% |