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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 | $44,158 | $92,743-52.4% | $82,744-46.6% | $134,532-67.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.87% | 946.63%-962.5pp | 702.22%-718.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,366 | $3,273-58.3% | $3,008-54.6% | $4,741-71.2% |
| Participant deferral / active EE | $6,291 | $4,802+31.0% | $4,395+43.1% | $6,401-1.7% |
| Admin fee / account holder | $2,055 | $5,977-65.6% | $5,325-61.4% | $11,429-82.0% |