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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 | $90,588 | $95,975-5.6% | $74,549+21.5% | $135,379-33.1% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -5.96% | 56.96%-62.9pp | 32.53%-38.5pp | 519.79%-525.8pp |
| Employer contribution / active EE | $1,786 | $2,716-34.3% | $1,961-8.9% | $4,779-62.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,453 | $6,522+14.3% | $5,059+47.3% | $10,828-31.2% |