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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 | $33,064 | $92,743-64.3% | $82,744-60.0% | $134,532-75.4% |
| Participation rate | 93.8% | 75.2%+18.5pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -10.82% | 946.63%-957.5pp | 702.22%-713.0pp | 418.27%-429.1pp |
| Employer contribution / active EE | $3,015 | $3,273-7.9% | $3,008+0.2% | $4,741-36.4% |
| Participant deferral / active EE | $2,908 | $4,802-39.4% | $4,395-33.8% | $6,401-54.6% |
| Admin fee / account holder | $12,970 | $5,977+117.0% | $5,325+143.6% | $11,429+13.5% |