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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 | $45,527 | $84,628-46.2% | $61,501-26.0% | $134,545-66.2% |
| Participation rate | 92.3% | 62.2%+30.1pp | 52.6%+39.7pp | 81.2%+11.1pp |
| Annual return | -18.37% | 585.61%-604.0pp | 339.04%-357.4pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,730 | $1,545+12.0% | $1,160+49.2% | $4,742-63.5% |
| Participant deferral / active EE | $2,941 | $2,819+4.3% | $2,125+38.4% | $6,401-54.1% |
| Admin fee / account holder | $726 | $2,587-71.9% | $2,132-65.9% | $11,431-93.6% |