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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 | $45,124 | $90,617-50.2% | $79,476-43.2% | $135,382-66.7% |
| Participation rate | 86.7% | 76.1%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | -5.20% | 977.57%-982.8pp | 718.21%-723.4pp | 519.77%-525.0pp |
| Employer contribution / active EE | $6,336 | $3,068+106.5% | $2,800+126.3% | $4,779+32.6% |
| Participant deferral / active EE | $1,100 | $4,050-72.8% | $3,704-70.3% | $5,609-80.4% |
| Admin fee / account holder | $14,926 | $5,907+152.7% | $5,113+191.9% | $10,829+37.8% |