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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 | $77,538 | $92,684-16.3% | $82,706-6.2% | $134,509-42.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.05% | 945.84%-958.9pp | 701.76%-714.8pp | 418.13%-431.2pp |
| Employer contribution / active EE | $3,903 | $3,272+19.3% | $3,007+29.8% | $4,741-17.7% |
| Participant deferral / active EE | $3,201 | $4,800-33.3% | $4,394-27.1% | $6,400-50.0% |
| Admin fee / account holder | $34,222 | $5,982+472.1% | $5,329+542.2% | $11,427+199.5% |