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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 | $40,662 | $90,607-55.1% | $79,467-48.8% | $135,380-70.0% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -8.52% | 977.74%-986.3pp | 718.30%-726.8pp | 519.81%-528.3pp |
| Employer contribution / active EE | $3,619 | $3,068+18.0% | $2,800+29.2% | $4,779-24.3% |
| Participant deferral / active EE | $3,969 | $4,050-2.0% | $3,704+7.1% | $5,609-29.2% |
| Admin fee / account holder | $967 | $5,895-83.6% | $5,104-81.1% | $10,828-91.1% |