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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 | $53,935 | $90,607-40.5% | $79,467-32.1% | $135,380-60.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -6.62% | 977.74%-984.4pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $967 | $3,068-68.5% | $2,800-65.5% | $4,779-79.8% |
| Participant deferral / active EE | $4,286 | $4,050+5.8% | $3,704+15.7% | $5,609-23.6% |
| Admin fee / account holder | $5,713 | $5,895-3.1% | $5,104+11.9% | $10,828-47.2% |