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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 | $42,967 | $90,607-52.6% | $79,467-45.9% | $135,380-68.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -1.14% | 977.74%-978.9pp | 718.30%-719.4pp | 519.81%-520.9pp |
| Employer contribution / active EE | $3,300 | $3,068+7.6% | $2,800+17.9% | $4,779-30.9% |
| Participant deferral / active EE | $2,231 | $4,050-44.9% | $3,704-39.8% | $5,609-60.2% |
| Admin fee / account holder | $11,496 | $5,895+95.0% | $5,104+125.2% | $10,828+6.2% |