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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 | $77,040 | $90,617-15.0% | $79,476-3.1% | $135,382-43.1% |
| Participation rate | 80.0% | 76.1%+3.9pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -4.00% | 977.57%-981.6pp | 718.21%-722.2pp | 519.77%-523.8pp |
| Employer contribution / active EE | $1,704 | $3,068-44.5% | $2,800-39.2% | $4,779-64.4% |
| Participant deferral / active EE | $2,192 | $4,050-45.9% | $3,704-40.8% | $5,609-60.9% |
| Admin fee / account holder | $2,638 | $5,907-55.3% | $5,113-48.4% | $10,829-75.6% |