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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 | $41,677 | $90,607-54.0% | $79,467-47.6% | $135,380-69.2% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -5.50% | 977.74%-983.2pp | 718.30%-723.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,756 | $3,068-42.8% | $2,800-37.3% | $4,779-63.3% |
| Participant deferral / active EE | $4,090 | $4,050+1.0% | $3,704+10.4% | $5,609-27.1% |
| Admin fee / account holder | $3,204 | $5,895-45.6% | $5,104-37.2% | $10,828-70.4% |