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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 | $57,363 | $90,607-36.7% | $79,467-27.8% | $135,380-57.6% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -7.27% | 977.74%-985.0pp | 718.30%-725.6pp | 519.81%-527.1pp |
| Employer contribution / active EE | $3,052 | $3,068-0.5% | $2,800+9.0% | $4,779-36.1% |
| Participant deferral / active EE | $3,562 | $4,050-12.1% | $3,704-3.8% | $5,609-36.5% |
| Admin fee / account holder | $3,137 | $5,895-46.8% | $5,104-38.5% | $10,828-71.0% |