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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 | $55,228 | $180,462-69.4% | $154,111-64.2% | $135,379-59.2% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -4.93% | 888.17%-893.1pp | 735.18%-740.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $5,100 | $6,036-15.5% | $5,298-3.7% | $4,779+6.7% |
| Participant deferral / active EE | $6,095 | $5,806+5.0% | $5,081+20.0% | $5,609+8.7% |
| Admin fee / account holder | $2,541 | $16,145-84.3% | $13,411-81.1% | $10,828-76.5% |