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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 | $140,102 | $92,766+51.0% | $82,763+69.3% | $134,545+4.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.97% | 946.97%-961.9pp | 702.45%-717.4pp | 418.37%-433.3pp |
| Employer contribution / active EE | $1,348 | $3,273-58.8% | $3,008-55.2% | $4,742-71.6% |
| Participant deferral / active EE | $2,407 | $4,802-49.9% | $4,395-45.2% | $6,401-62.4% |
| Admin fee / account holder | $1,162 | $5,978-80.6% | $5,325-78.2% | $11,431-89.8% |