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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 | $59,665 | $92,684-35.6% | $82,706-27.9% | $134,509-55.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -10.57% | 945.84%-956.4pp | 701.76%-712.3pp | 418.13%-428.7pp |
| Employer contribution / active EE | $2,056 | $3,272-37.2% | $3,007-31.6% | $4,741-56.6% |
| Participant deferral / active EE | $10,657 | $4,800+122.0% | $4,394+142.6% | $6,400+66.5% |
| Admin fee / account holder | $100,680 | $5,982+1583.1% | $5,329+1789.5% | $11,427+781.1% |