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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 | $35,626 | $92,707-61.6% | $82,726-56.9% | $134,493-73.5% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -18.06% | 945.12%-963.2pp | 701.33%-719.4pp | 418.01%-436.1pp |
| Employer contribution / active EE | $1,712 | $3,274-47.7% | $3,009-43.1% | $4,740-63.9% |
| Participant deferral / active EE | $5,063 | $4,801+5.5% | $4,394+15.2% | $6,400-20.9% |
| Admin fee / account holder | $1,950 | $5,980-67.4% | $5,328-63.4% | $11,425-82.9% |