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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 | $37,176 | $92,766-59.9% | $82,763-55.1% | $134,545-72.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -4.99% | 946.97%-952.0pp | 702.45%-707.4pp | 418.37%-423.4pp |
| Employer contribution / active EE | $2,259 | $3,273-31.0% | $3,008-24.9% | $4,742-52.4% |
| Participant deferral / active EE | $5,841 | $4,802+21.6% | $4,395+32.9% | $6,401-8.8% |
| Admin fee / account holder | $98,585 | $5,978+1549.2% | $5,325+1751.3% | $11,431+762.5% |