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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 | $78,029 | $92,743-15.9% | $82,744-5.7% | $134,532-42.0% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.2pp |
| Annual return | -19.41% | 946.63%-966.0pp | 702.22%-721.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,587 | $3,273-51.5% | $3,008-47.3% | $4,741-66.5% |
| Participant deferral / active EE | $4,669 | $4,802-2.8% | $4,395+6.2% | $6,401-27.1% |
| Admin fee / account holder | $1,534 | $5,977-74.3% | $5,325-71.2% | $11,429-86.6% |