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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 | $18,243 | $92,743-80.3% | $82,744-78.0% | $134,532-86.4% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.9pp | 81.2%+9.2pp |
| Annual return | -18.06% | 946.63%-964.7pp | 702.22%-720.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,764 | $3,273-46.1% | $3,008-41.4% | $4,741-62.8% |
| Participant deferral / active EE | $2,720 | $4,802-43.4% | $4,395-38.1% | $6,401-57.5% |
| Admin fee / account holder | $355 | $5,977-94.1% | $5,325-93.3% | $11,429-96.9% |