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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 | $92,743-59.5% | $82,744-54.6% | $134,532-72.1% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -18.03% | 946.63%-964.7pp | 702.22%-720.2pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,510 | $3,273-53.9% | $3,008-49.8% | $4,741-68.2% |
| Participant deferral / active EE | $9,278 | $4,802+93.2% | $4,395+111.1% | $6,401+44.9% |
| Admin fee / account holder | $707 | $5,977-88.2% | $5,325-86.7% | $11,429-93.8% |