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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 | $18,116 | $92,743-80.5% | $82,744-78.1% | $134,532-86.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -8.16% | 946.63%-954.8pp | 702.22%-710.4pp | 418.27%-426.4pp |
| Employer contribution / active EE | $1,978 | $3,273-39.6% | $3,008-34.3% | $4,741-58.3% |
| Participant deferral / active EE | $3,100 | $4,802-35.4% | $4,395-29.5% | $6,401-51.6% |
| Admin fee / account holder | $1,659 | $5,977-72.2% | $5,325-68.8% | $11,429-85.5% |