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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 | $34,183 | $92,743-63.1% | $82,744-58.7% | $134,532-74.6% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -19.90% | 946.63%-966.5pp | 702.22%-722.1pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,863 | $3,273-43.1% | $3,008-38.1% | $4,741-60.7% |
| Participant deferral / active EE | $4,225 | $4,802-12.0% | $4,395-3.9% | $6,401-34.0% |
| Admin fee / account holder | $394 | $5,977-93.4% | $5,325-92.6% | $11,429-96.6% |