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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 | $56,116 | $92,684-39.5% | $82,706-32.2% | $134,509-58.3% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.9pp | 81.2%+9.2pp |
| Annual return | -18.94% | 945.84%-964.8pp | 701.76%-720.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $1,049 | $3,272-67.9% | $3,007-65.1% | $4,741-77.9% |
| Participant deferral / active EE | $5,829 | $4,800+21.4% | $4,394+32.7% | $6,400-8.9% |
| Admin fee / account holder | $1,244 | $5,982-79.2% | $5,329-76.6% | $11,427-89.1% |