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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 | $47,527 | $90,607-47.5% | $79,467-40.2% | $135,380-64.9% |
| Participation rate | 81.0% | 76.0%+4.9pp | 73.3%+7.6pp | 82.6%-1.7pp |
| Annual return | -5.80% | 977.74%-983.5pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $3,680 | $3,068+20.0% | $2,800+31.4% | $4,779-23.0% |
| Participant deferral / active EE | $2,121 | $4,050-47.6% | $3,704-42.7% | $5,609-62.2% |
| Admin fee / account holder | $6,552 | $5,895+11.1% | $5,104+28.4% | $10,828-39.5% |