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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 | $19,541 | $92,766-78.9% | $82,763-76.4% | $134,545-85.5% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -10.05% | 946.97%-957.0pp | 702.45%-712.5pp | 418.37%-428.4pp |
| Employer contribution / active EE | $1,924 | $3,273-41.2% | $3,008-36.0% | $4,742-59.4% |
| Participant deferral / active EE | $4,627 | $4,802-3.6% | $4,395+5.3% | $6,401-27.7% |
| Admin fee / account holder | $1,652 | $5,978-72.4% | $5,325-69.0% | $11,431-85.5% |