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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 | $68,511 | $92,766-26.1% | $82,763-17.2% | $134,545-49.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.33% | 946.97%-966.3pp | 702.45%-721.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $1,898 | $3,273-42.0% | $3,008-36.9% | $4,742-60.0% |
| Participant deferral / active EE | $7,395 | $4,802+54.0% | $4,395+68.3% | $6,401+15.5% |
| Admin fee / account holder | $33,632 | $5,978+462.6% | $5,325+531.6% | $11,431+194.2% |