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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 | $48,100 | $92,743-48.1% | $82,744-41.9% | $134,532-64.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -17.93% | 946.63%-964.6pp | 702.22%-720.1pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,901 | $3,273-41.9% | $3,008-36.8% | $4,741-59.9% |
| Participant deferral / active EE | $3,786 | $4,802-21.1% | $4,395-13.8% | $6,401-40.8% |
| Admin fee / account holder | $444 | $5,977-92.6% | $5,325-91.7% | $11,429-96.1% |