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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 | $72,261 | $90,607-20.2% | $79,467-9.1% | $135,380-46.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -8.23% | 977.74%-986.0pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $2,220 | $3,068-27.7% | $2,800-20.7% | $4,779-53.6% |
| Participant deferral / active EE | $2,814 | $4,050-30.5% | $3,704-24.0% | $5,609-49.8% |
| Admin fee / account holder | $487 | $5,895-91.7% | $5,104-90.5% | $10,828-95.5% |