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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 | $77,299 | $106,557-27.5% | $91,227-15.3% | $134,545-42.5% |
| Participation rate | 94.1% | 76.8%+17.3pp | 73.2%+20.9pp | 81.2%+12.9pp |
| Annual return | -15.88% | 160.81%-176.7pp | 114.14%-130.0pp | 418.37%-434.2pp |
| Employer contribution / active EE | $2,941 | $3,332-11.7% | $2,851+3.2% | $4,742-38.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,127 | $6,235-65.9% | $5,423-60.8% | $11,431-81.4% |