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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 | $51,635 | $92,743-44.3% | $82,744-37.6% | $134,532-61.6% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -16.68% | 946.63%-963.3pp | 702.22%-718.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,256 | $3,273-31.1% | $3,008-25.0% | $4,741-52.4% |
| Participant deferral / active EE | $3,380 | $4,802-29.6% | $4,395-23.1% | $6,401-47.2% |
| Admin fee / account holder | $3,886 | $5,977-35.0% | $5,325-27.0% | $11,429-66.0% |