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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 | $19,607 | $92,743-78.9% | $82,744-76.3% | $134,532-85.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.98% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,009 | $3,273-38.6% | $3,008-33.2% | $4,741-57.6% |
| Participant deferral / active EE | $2,194 | $4,802-54.3% | $4,395-50.1% | $6,401-65.7% |
| Admin fee / account holder | $16,209 | $5,977+171.2% | $5,325+204.4% | $11,429+41.8% |