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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 | $45,790 | $92,766-50.6% | $82,763-44.7% | $134,545-66.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -14.86% | 946.97%-961.8pp | 702.45%-717.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,016 | $3,273-69.0% | $3,008-66.2% | $4,742-78.6% |
| Participant deferral / active EE | $2,027 | $4,802-57.8% | $4,395-53.9% | $6,401-68.3% |
| Admin fee / account holder | $577 | $5,978-90.4% | $5,325-89.2% | $11,431-95.0% |