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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 | $46,618 | $92,766-49.7% | $82,763-43.7% | $134,545-65.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.58% | 946.97%-963.6pp | 702.45%-719.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,015 | $3,273-69.0% | $3,008-66.3% | $4,742-78.6% |
| Participant deferral / active EE | $1,716 | $4,802-64.3% | $4,395-60.9% | $6,401-73.2% |
| Admin fee / account holder | $311 | $5,978-94.8% | $5,325-94.2% | $11,431-97.3% |