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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 | $17,651 | $92,684-81.0% | $82,706-78.7% | $134,509-86.9% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -19.28% | 945.84%-965.1pp | 701.76%-721.0pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,477 | $3,272-54.9% | $3,007-50.9% | $4,741-68.8% |
| Participant deferral / active EE | $3,302 | $4,800-31.2% | $4,394-24.9% | $6,400-48.4% |
| Admin fee / account holder | $721 | $5,982-88.0% | $5,329-86.5% | $11,427-93.7% |