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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 | $59,688 | $92,766-35.7% | $82,763-27.9% | $134,545-55.6% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -19.61% | 946.97%-966.6pp | 702.45%-722.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,775 | $3,273-45.8% | $3,008-41.0% | $4,742-62.6% |
| Participant deferral / active EE | $4,978 | $4,802+3.7% | $4,395+13.3% | $6,401-22.2% |
| Admin fee / account holder | $1,532 | $5,978-74.4% | $5,325-71.2% | $11,431-86.6% |