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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 | $24,899 | $92,684-73.1% | $82,706-69.9% | $134,509-81.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.76% | 945.84%-962.6pp | 701.76%-718.5pp | 418.13%-434.9pp |
| Employer contribution / active EE | $1,478 | $3,272-54.8% | $3,007-50.9% | $4,741-68.8% |
| Participant deferral / active EE | $4,364 | $4,800-9.1% | $4,394-0.7% | $6,400-31.8% |
| Admin fee / account holder | $486 | $5,982-91.9% | $5,329-90.9% | $11,427-95.7% |