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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 | $50,410 | $92,707-45.6% | $82,726-39.1% | $134,493-62.5% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -15.50% | 945.12%-960.6pp | 701.33%-716.8pp | 418.01%-433.5pp |
| Employer contribution / active EE | $1,506 | $3,274-54.0% | $3,009-49.9% | $4,740-68.2% |
| Participant deferral / active EE | $2,606 | $4,801-45.7% | $4,394-40.7% | $6,400-59.3% |
| Admin fee / account holder | $557 | $5,980-90.7% | $5,328-89.5% | $11,425-95.1% |