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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 | $50,410 | $92,766-45.7% | $82,763-39.1% | $134,545-62.5% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -15.50% | 946.97%-962.5pp | 702.45%-717.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,506 | $3,273-54.0% | $3,008-49.9% | $4,742-68.2% |
| Participant deferral / active EE | $2,606 | $4,802-45.7% | $4,395-40.7% | $6,401-59.3% |
| Admin fee / account holder | $557 | $5,978-90.7% | $5,325-89.5% | $11,431-95.1% |