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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 | $67,746 | $92,743-27.0% | $82,744-18.1% | $134,532-49.6% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.7pp | 81.2%+14.0pp |
| Annual return | -16.97% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,349 | $3,273-28.2% | $3,008-21.9% | $4,741-50.4% |
| Participant deferral / active EE | $7,827 | $4,802+63.0% | $4,395+78.1% | $6,401+22.3% |
| Admin fee / account holder | $324 | $5,977-94.6% | $5,325-93.9% | $11,429-97.2% |