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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 | $32,825 | $88,596-62.9% | $70,098-53.2% | $134,509-75.6% |
| Participation rate | 71.4% | 74.9%-3.5pp | 70.5%+0.9pp | 81.2%-9.8pp |
| Annual return | -17.25% | 442.67%-459.9pp | 190.76%-208.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $2,378 | $3,235-26.5% | $2,560-7.1% | $4,741-49.8% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $441 | $10,441-95.8% | $6,266-93.0% | $11,427-96.1% |