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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 | $49,049 | $92,684-47.1% | $82,706-40.7% | $134,509-63.5% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -18.55% | 945.84%-964.4pp | 701.76%-720.3pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,741 | $3,272-46.8% | $3,007-42.1% | $4,741-63.3% |
| Participant deferral / active EE | $4,174 | $4,800-13.0% | $4,394-5.0% | $6,400-34.8% |
| Admin fee / account holder | $582 | $5,982-90.3% | $5,329-89.1% | $11,427-94.9% |