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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 | $19,860 | $92,684-78.6% | $82,706-76.0% | $134,509-85.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.01% | 945.84%-962.9pp | 701.76%-718.8pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,803 | $3,272-44.9% | $3,007-40.0% | $4,741-62.0% |
| Participant deferral / active EE | $3,063 | $4,800-36.2% | $4,394-30.3% | $6,400-52.1% |
| Admin fee / account holder | $835 | $5,982-86.0% | $5,329-84.3% | $11,427-92.7% |