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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 | $69,924 | $90,606-22.8% | $79,466-12.0% | $135,379-48.3% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -4.75% | 977.69%-982.4pp | 718.28%-723.0pp | 519.79%-524.5pp |
| Employer contribution / active EE | $2,582 | $3,068-15.8% | $2,800-7.8% | $4,779-46.0% |
| Participant deferral / active EE | $6,182 | $4,050+52.6% | $3,704+66.9% | $5,609+10.2% |
| Admin fee / account holder | $2,243 | $5,895-62.0% | $5,104-56.1% | $10,828-79.3% |