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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 | $48,174 | $92,766-48.1% | $82,763-41.8% | $134,545-64.2% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.2pp |
| Annual return | -14.25% | 946.97%-961.2pp | 702.45%-716.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,275 | $3,273-61.1% | $3,008-57.6% | $4,742-73.1% |
| Participant deferral / active EE | $2,294 | $4,802-52.2% | $4,395-47.8% | $6,401-64.2% |
| Admin fee / account holder | $5,846 | $5,978-2.2% | $5,325+9.8% | $11,431-48.9% |