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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 | $62,558 | $92,684-32.5% | $82,706-24.4% | $134,509-53.5% |
| Participation rate | 84.2% | 75.2%+9.0pp | 72.6%+11.7pp | 81.2%+3.0pp |
| Annual return | -19.15% | 945.84%-965.0pp | 701.76%-720.9pp | 418.13%-437.3pp |
| Employer contribution / active EE | $2,185 | $3,272-33.2% | $3,007-27.3% | $4,741-53.9% |
| Participant deferral / active EE | $3,990 | $4,800-16.9% | $4,394-9.2% | $6,400-37.7% |
| Admin fee / account holder | $831 | $5,982-86.1% | $5,329-84.4% | $11,427-92.7% |