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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 | $149,979 | $90,617+65.5% | $79,476+88.7% | $135,382+10.8% |
| Participation rate | 73.3% | 76.1%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -6.17% | 977.57%-983.7pp | 718.21%-724.4pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,120 | $3,068-63.5% | $2,800-60.0% | $4,779-76.6% |
| Participant deferral / active EE | $1,744 | $4,050-56.9% | $3,704-52.9% | $5,609-68.9% |
| Admin fee / account holder | $11,697 | $5,907+98.0% | $5,113+128.8% | $10,829+8.0% |