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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 | $42,764 | $97,732-56.2% | $83,831-49.0% | $135,380-68.4% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -6.85% | 1287.56%-1294.4pp | 850.99%-857.8pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,065 | $4,222-51.1% | $3,631-43.1% | $4,779-56.8% |
| Participant deferral / active EE | $5,543 | $4,683+18.4% | $4,082+35.8% | $5,609-1.2% |
| Admin fee / account holder | $3,404 | $6,675-49.0% | $5,479-37.9% | $10,828-68.6% |