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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 | $45,273 | $92,743-51.2% | $82,744-45.3% | $134,532-66.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -14.21% | 946.63%-960.8pp | 702.22%-716.4pp | 418.27%-432.5pp |
| Employer contribution / active EE | $1,994 | $3,273-39.1% | $3,008-33.7% | $4,741-57.9% |
| Participant deferral / active EE | $4,696 | $4,802-2.2% | $4,395+6.9% | $6,401-26.6% |
| Admin fee / account holder | $21,446 | $5,977+258.8% | $5,325+302.8% | $11,429+87.7% |