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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 | $34,693 | $92,766-62.6% | $82,763-58.1% | $134,545-74.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -20.32% | 946.97%-967.3pp | 702.45%-722.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $2,470 | $3,273-24.5% | $3,008-17.9% | $4,742-47.9% |
| Participant deferral / active EE | $6,170 | $4,802+28.5% | $4,395+40.4% | $6,401-3.6% |
| Admin fee / account holder | $462 | $5,978-92.3% | $5,325-91.3% | $11,431-96.0% |