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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 | $16,801 | $92,743-81.9% | $82,744-79.7% | $134,532-87.5% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -17.23% | 946.63%-963.9pp | 702.22%-719.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,685 | $3,273-18.0% | $3,008-10.7% | $4,741-43.4% |
| Participant deferral / active EE | $3,335 | $4,802-30.6% | $4,395-24.1% | $6,401-47.9% |
| Admin fee / account holder | $1,903 | $5,977-68.2% | $5,325-64.3% | $11,429-83.3% |