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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 | $68,994 | $90,607-23.9% | $79,467-13.2% | $135,380-49.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -7.68% | 977.74%-985.4pp | 718.30%-726.0pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,639 | $3,068-46.6% | $2,800-41.5% | $4,779-65.7% |
| Participant deferral / active EE | $2,507 | $4,050-38.1% | $3,704-32.3% | $5,609-55.3% |
| Admin fee / account holder | $853 | $5,895-85.5% | $5,104-83.3% | $10,828-92.1% |