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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 | $77,068 | $90,607-14.9% | $79,467-3.0% | $135,380-43.1% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -4.15% | 977.74%-981.9pp | 718.30%-722.5pp | 519.81%-524.0pp |
| Employer contribution / active EE | $3,368 | $3,068+9.8% | $2,800+20.3% | $4,779-29.5% |
| Participant deferral / active EE | $2,061 | $4,050-49.1% | $3,704-44.4% | $5,609-63.3% |
| Admin fee / account holder | $6,369 | $5,895+8.0% | $5,104+24.8% | $10,828-41.2% |