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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 | $14,998 | $90,617-83.4% | $79,476-81.1% | $135,382-88.9% |
| Participation rate | 80.0% | 76.1%+3.9pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -0.87% | 977.57%-978.4pp | 718.21%-719.1pp | 519.77%-520.6pp |
| Employer contribution / active EE | $2,607 | $3,068-15.0% | $2,800-6.9% | $4,779-45.4% |
| Participant deferral / active EE | $4,097 | $4,050+1.1% | $3,704+10.6% | $5,609-27.0% |
| Admin fee / account holder | $26,591 | $5,907+350.1% | $5,113+420.0% | $10,829+145.6% |