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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 | $37,552 | $92,684-59.5% | $82,706-54.6% | $134,509-72.1% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -18.03% | 945.84%-963.9pp | 701.76%-719.8pp | 418.13%-436.2pp |
| Employer contribution / active EE | $1,510 | $3,272-53.9% | $3,007-49.8% | $4,741-68.2% |
| Participant deferral / active EE | $9,278 | $4,800+93.3% | $4,394+111.2% | $6,400+45.0% |
| Admin fee / account holder | $707 | $5,982-88.2% | $5,329-86.7% | $11,427-93.8% |