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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 | $66,792 | $160,059-58.3% | $140,019-52.3% | $135,382-50.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -5.29% | 911.44%-916.7pp | 651.15%-656.4pp | 519.77%-525.1pp |
| Employer contribution / active EE | $4,337 | $6,420-32.4% | $5,605-22.6% | $4,779-9.3% |
| Participant deferral / active EE | $6,420 | $7,641-16.0% | $6,927-7.3% | $5,609+14.5% |
| Admin fee / account holder | $14,429 | $13,328+8.3% | $10,705+34.8% | $10,829+33.2% |