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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 | $43,262 | $92,684-53.3% | $82,706-47.7% | $134,509-67.8% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -16.56% | 945.84%-962.4pp | 701.76%-718.3pp | 418.13%-434.7pp |
| Employer contribution / active EE | $2,279 | $3,272-30.3% | $3,007-24.2% | $4,741-51.9% |
| Participant deferral / active EE | $2,437 | $4,800-49.2% | $4,394-44.5% | $6,400-61.9% |
| Admin fee / account holder | $2,103 | $5,982-64.8% | $5,329-60.5% | $11,427-81.6% |