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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 | $61,703 | $92,766-33.5% | $82,763-25.4% | $134,545-54.1% |
| Participation rate | 78.3% | 75.2%+3.1pp | 72.6%+5.7pp | 81.2%-3.0pp |
| Annual return | -15.38% | 946.97%-962.4pp | 702.45%-717.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,541 | $3,273-52.9% | $3,008-48.8% | $4,742-67.5% |
| Participant deferral / active EE | $2,701 | $4,802-43.8% | $4,395-38.5% | $6,401-57.8% |
| Admin fee / account holder | $906 | $5,978-84.8% | $5,325-83.0% | $11,431-92.1% |