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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 | $21,562 | $90,617-76.2% | $79,476-72.9% | $135,382-84.1% |
| Participation rate | 80.0% | 76.1%+3.9pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.45% | 977.57%-987.0pp | 718.21%-727.7pp | 519.77%-529.2pp |
| Employer contribution / active EE | $3,942 | $3,068+28.5% | $2,800+40.8% | $4,779-17.5% |
| Participant deferral / active EE | $5,878 | $4,050+45.1% | $3,704+58.7% | $5,609+4.8% |
| Admin fee / account holder | $2,758 | $5,907-53.3% | $5,113-46.1% | $10,829-74.5% |