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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 | $37,152 | $90,617-59.0% | $79,476-53.3% | $135,382-72.6% |
| Participation rate | 94.4% | 76.1%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -6.38% | 977.57%-984.0pp | 718.21%-724.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $2,002 | $3,068-34.7% | $2,800-28.5% | $4,779-58.1% |
| Participant deferral / active EE | $5,675 | $4,050+40.1% | $3,704+53.2% | $5,609+1.2% |
| Admin fee / account holder | $1,177 | $5,907-80.1% | $5,113-77.0% | $10,829-89.1% |