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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 | $39,877 | $106,557-62.6% | $91,227-56.3% | $134,545-70.4% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -16.57% | 160.81%-177.4pp | 114.14%-130.7pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,889 | $3,332-13.3% | $2,851+1.3% | $4,742-39.1% |
| Participant deferral / active EE | $2,626 | $4,719-44.3% | $4,234-38.0% | $6,401-59.0% |
| Admin fee / account holder | $19,258 | $6,235+208.9% | $5,423+255.1% | $11,431+68.5% |