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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 | $92,743-35.7% | $82,744-27.9% | $134,532-55.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -10.57% | 946.63%-957.2pp | 702.22%-712.8pp | 418.27%-428.8pp |
| Employer contribution / active EE | $2,056 | $3,273-37.2% | $3,008-31.7% | $4,741-56.6% |
| Participant deferral / active EE | $10,657 | $4,802+122.0% | $4,395+142.5% | $6,401+66.5% |
| Admin fee / account holder | $100,680 | $5,977+1584.4% | $5,325+1790.8% | $11,429+781.0% |