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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 | $20,428 | $92,766-78.0% | $82,763-75.3% | $134,545-84.8% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -18.04% | 946.97%-965.0pp | 702.45%-720.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,978 | $3,273-9.0% | $3,008-1.0% | $4,742-37.2% |
| Participant deferral / active EE | $6,141 | $4,802+27.9% | $4,395+39.7% | $6,401-4.1% |
| Admin fee / account holder | $3,286 | $5,978-45.0% | $5,325-38.3% | $11,431-71.3% |