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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 | $21,576 | $92,743-76.7% | $82,744-73.9% | $134,532-84.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.53% | 946.63%-965.2pp | 702.22%-720.7pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,782 | $3,273-45.6% | $3,008-40.8% | $4,741-62.4% |
| Participant deferral / active EE | $2,104 | $4,802-56.2% | $4,395-52.1% | $6,401-67.1% |
| Admin fee / account holder | $2,765 | $5,977-53.7% | $5,325-48.1% | $11,429-75.8% |