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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 | $56,218 | $92,743-39.4% | $82,744-32.1% | $134,532-58.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -13.64% | 946.63%-960.3pp | 702.22%-715.9pp | 418.27%-431.9pp |
| Employer contribution / active EE | $1,302 | $3,273-60.2% | $3,008-56.7% | $4,741-72.5% |
| Participant deferral / active EE | $1,629 | $4,802-66.1% | $4,395-62.9% | $6,401-74.6% |
| Admin fee / account holder | $3,184 | $5,977-46.7% | $5,325-40.2% | $11,429-72.1% |