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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 | $67,265 | $90,607-25.8% | $79,467-15.4% | $135,380-50.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -8.17% | 977.74%-985.9pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $11,211 | $3,068+265.5% | $2,800+300.4% | $4,779+134.6% |
| Participant deferral / active EE | $10,408 | $4,050+157.0% | $3,704+181.0% | $5,609+85.6% |
| Admin fee / account holder | $854 | $5,895-85.5% | $5,104-83.3% | $10,828-92.1% |