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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 | $35,982 | $92,743-61.2% | $82,744-56.5% | $134,532-73.3% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.6%+3.6pp | 81.2%-5.0pp |
| Annual return | -17.73% | 946.63%-964.4pp | 702.22%-720.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,007 | $3,273-38.7% | $3,008-33.3% | $4,741-57.7% |
| Participant deferral / active EE | $2,083 | $4,802-56.6% | $4,395-52.6% | $6,401-67.5% |
| Admin fee / account holder | $2,709 | $5,977-54.7% | $5,325-49.1% | $11,429-76.3% |