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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 | $18,918 | $106,557-82.2% | $91,227-79.3% | $134,545-85.9% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.2%+4.6pp | 81.2%-3.5pp |
| Annual return | -18.66% | 160.81%-179.5pp | 114.14%-132.8pp | 418.37%-437.0pp |
| Employer contribution / active EE | $974 | $3,332-70.8% | $2,851-65.8% | $4,742-79.5% |
| Participant deferral / active EE | $2,164 | $4,719-54.1% | $4,234-48.9% | $6,401-66.2% |
| Admin fee / account holder | $1,187 | $6,235-81.0% | $5,423-78.1% | $11,431-89.6% |