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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 | $57,301 | $92,743-38.2% | $82,744-30.7% | $134,532-57.4% |
| Participation rate | 81.0% | 75.2%+5.8pp | 72.6%+8.4pp | 81.2%-0.3pp |
| Annual return | -13.19% | 946.63%-959.8pp | 702.22%-715.4pp | 418.27%-431.5pp |
| Employer contribution / active EE | $2,034 | $3,273-37.8% | $3,008-32.4% | $4,741-57.1% |
| Participant deferral / active EE | $4,427 | $4,802-7.8% | $4,395+0.7% | $6,401-30.8% |
| Admin fee / account holder | $24,704 | $5,977+313.3% | $5,325+364.0% | $11,429+116.2% |