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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 | $30,956 | $92,766-66.6% | $82,763-62.6% | $134,545-77.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -20.11% | 946.97%-967.1pp | 702.45%-722.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $3,840 | $3,273+17.3% | $3,008+27.7% | $4,742-19.0% |
| Participant deferral / active EE | $6,735 | $4,802+40.2% | $4,395+53.2% | $6,401+5.2% |
| Admin fee / account holder | $11,273 | $5,978+88.6% | $5,325+111.7% | $11,431-1.4% |