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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 | $41,298 | $92,743-55.5% | $82,744-50.1% | $134,532-69.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -16.15% | 946.63%-962.8pp | 702.22%-718.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,364 | $3,273+2.8% | $3,008+11.8% | $4,741-29.1% |
| Participant deferral / active EE | $5,229 | $4,802+8.9% | $4,395+19.0% | $6,401-18.3% |
| Admin fee / account holder | $763 | $5,977-87.2% | $5,325-85.7% | $11,429-93.3% |