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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 | $56,984 | $92,684-38.5% | $82,706-31.1% | $134,509-57.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -17.01% | 945.84%-962.8pp | 701.76%-718.8pp | 418.13%-435.1pp |
| Employer contribution / active EE | $2,485 | $3,272-24.1% | $3,007-17.4% | $4,741-47.6% |
| Participant deferral / active EE | $7,322 | $4,800+52.6% | $4,394+66.7% | $6,400+14.4% |
| Admin fee / account holder | $2,076 | $5,982-65.3% | $5,329-61.0% | $11,427-81.8% |