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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 | $46,357 | $92,684-50.0% | $82,706-43.9% | $134,509-65.5% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -18.43% | 945.84%-964.3pp | 701.76%-720.2pp | 418.13%-436.6pp |
| Employer contribution / active EE | $2,075 | $3,272-36.6% | $3,007-31.0% | $4,741-56.2% |
| Participant deferral / active EE | $5,841 | $4,800+21.7% | $4,394+32.9% | $6,400-8.7% |
| Admin fee / account holder | $12,560 | $5,982+110.0% | $5,329+135.7% | $11,427+9.9% |