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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 | $33,383 | $92,743-64.0% | $82,744-59.7% | $134,532-75.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.40% | 946.63%-964.0pp | 702.22%-719.6pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,745 | $3,273-16.1% | $3,008-8.7% | $4,741-42.1% |
| Participant deferral / active EE | $6,478 | $4,802+34.9% | $4,395+47.4% | $6,401+1.2% |
| Admin fee / account holder | $454 | $5,977-92.4% | $5,325-91.5% | $11,429-96.0% |