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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 | $24,696 | $84,628-70.8% | $61,501-59.8% | $134,545-81.6% |
| Participation rate | 91.7% | 62.2%+29.5pp | 52.6%+39.1pp | 81.2%+10.4pp |
| Annual return | -17.64% | 585.61%-603.3pp | 339.04%-356.7pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,045 | $1,545-32.4% | $1,160-9.9% | $4,742-78.0% |
| Participant deferral / active EE | $2,101 | $2,819-25.4% | $2,125-1.1% | $6,401-67.2% |
| Admin fee / account holder | $880 | $2,587-66.0% | $2,132-58.7% | $11,431-92.3% |