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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 | $43,681 | $90,607-51.8% | $79,467-45.0% | $135,380-67.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -5.80% | 977.74%-983.5pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $6,529 | $3,068+112.8% | $2,800+133.1% | $4,779+36.6% |
| Participant deferral / active EE | $5,808 | $4,050+43.4% | $3,704+56.8% | $5,609+3.6% |
| Admin fee / account holder | $6,287 | $5,895+6.6% | $5,104+23.2% | $10,828-41.9% |