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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 | $68,715 | $92,766-25.9% | $82,763-17.0% | $134,545-48.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.92% | 946.97%-960.9pp | 702.45%-716.4pp | 418.37%-432.3pp |
| Employer contribution / active EE | $1,886 | $3,273-42.4% | $3,008-37.3% | $4,742-60.2% |
| Participant deferral / active EE | $2,658 | $4,802-44.6% | $4,395-39.5% | $6,401-58.5% |
| Admin fee / account holder | $3,805 | $5,978-36.4% | $5,325-28.6% | $11,431-66.7% |