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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 | $52,884 | $92,743-43.0% | $82,744-36.1% | $134,532-60.7% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.7pp | 81.2%+14.0pp |
| Annual return | -15.79% | 946.63%-962.4pp | 702.22%-718.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $3,585 | $3,273+9.5% | $3,008+19.2% | $4,741-24.4% |
| Participant deferral / active EE | $1,669 | $4,802-65.2% | $4,395-62.0% | $6,401-73.9% |
| Admin fee / account holder | $732 | $5,977-87.8% | $5,325-86.3% | $11,429-93.6% |