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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 | $96,595 | $97,729-1.2% | $83,830+15.2% | $135,379-28.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -3.48% | 1287.52%-1291.0pp | 850.97%-854.5pp | 519.79%-523.3pp |
| Employer contribution / active EE | $1,762 | $4,222-58.3% | $3,631-51.5% | $4,779-63.1% |
| Participant deferral / active EE | $4,694 | $4,683+0.2% | $4,082+15.0% | $5,609-16.3% |
| Admin fee / account holder | $6,095 | $6,674-8.7% | $5,479+11.3% | $10,828-43.7% |