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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 | $26,098 | $92,743-71.9% | $82,744-68.5% | $134,532-80.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.09% | 946.63%-959.7pp | 702.22%-715.3pp | 418.27%-431.4pp |
| Employer contribution / active EE | $1,280 | $3,273-60.9% | $3,008-57.4% | $4,741-73.0% |
| Participant deferral / active EE | $2,050 | $4,802-57.3% | $4,395-53.4% | $6,401-68.0% |
| Admin fee / account holder | $3,486 | $5,977-41.7% | $5,325-34.5% | $11,429-69.5% |