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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 | $48,560 | $90,617-46.4% | $79,476-38.9% | $135,382-64.1% |
| Participation rate | 94.4% | 76.1%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -3.33% | 977.57%-980.9pp | 718.21%-721.5pp | 519.77%-523.1pp |
| Employer contribution / active EE | $2,829 | $3,068-7.8% | $2,800+1.0% | $4,779-40.8% |
| Participant deferral / active EE | $3,187 | $4,050-21.3% | $3,704-14.0% | $5,609-43.2% |
| Admin fee / account holder | $1,121 | $5,907-81.0% | $5,113-78.1% | $10,829-89.7% |