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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 | $41,929 | $92,743-54.8% | $82,744-49.3% | $134,532-68.8% |
| Participation rate | 70.8% | 75.2%-4.4pp | 72.6%-1.7pp | 81.2%-10.4pp |
| Annual return | -8.71% | 946.63%-955.3pp | 702.22%-710.9pp | 418.27%-427.0pp |
| Employer contribution / active EE | $3,956 | $3,273+20.9% | $3,008+31.5% | $4,741-16.6% |
| Participant deferral / active EE | $4,597 | $4,802-4.3% | $4,395+4.6% | $6,401-28.2% |
| Admin fee / account holder | $7,020 | $5,977+17.4% | $5,325+31.8% | $11,429-38.6% |