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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 | $64,052 | $90,607-29.3% | $79,467-19.4% | $135,380-52.7% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -6.79% | 977.74%-984.5pp | 718.30%-725.1pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,174 | $3,068-61.7% | $2,800-58.1% | $4,779-75.4% |
| Participant deferral / active EE | $2,887 | $4,050-28.7% | $3,704-22.1% | $5,609-48.5% |
| Admin fee / account holder | $1,018 | $5,895-82.7% | $5,104-80.1% | $10,828-90.6% |