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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 | $17,677 | $88,585-80.0% | $69,884-74.7% | $134,532-86.9% |
| Participation rate | 94.4% | 74.9%+19.5pp | 70.5%+24.0pp | 81.2%+13.2pp |
| Annual return | -12.91% | 442.80%-455.7pp | 190.81%-203.7pp | 418.27%-431.2pp |
| Employer contribution / active EE | $1,571 | $3,235-51.5% | $2,560-38.7% | $4,741-66.9% |
| Participant deferral / active EE | $4,072 | $4,770-14.6% | $3,848+5.8% | $6,401-36.4% |
| Admin fee / account holder | $3,384 | $10,441-67.6% | $6,266-46.0% | $11,429-70.4% |