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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 | $56,329 | $90,617-37.8% | $79,476-29.1% | $135,382-58.4% |
| Participation rate | 90.0% | 76.1%+13.9pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -7.41% | 977.57%-985.0pp | 718.21%-725.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $1,862 | $3,068-39.3% | $2,800-33.5% | $4,779-61.0% |
| Participant deferral / active EE | $2,941 | $4,050-27.4% | $3,704-20.6% | $5,609-47.6% |
| Admin fee / account holder | $500 | $5,907-91.5% | $5,113-90.2% | $10,829-95.4% |