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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 | $96,062 | $92,743+3.6% | $82,744+16.1% | $134,532-28.6% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -15.00% | 946.63%-961.6pp | 702.22%-717.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,963 | $3,273-40.0% | $3,008-34.7% | $4,741-58.6% |
| Participant deferral / active EE | $2,583 | $4,802-46.2% | $4,395-41.2% | $6,401-59.6% |
| Admin fee / account holder | $2,043 | $5,977-65.8% | $5,325-61.6% | $11,429-82.1% |