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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 | $72,577 | $88,585-18.1% | $69,884+3.9% | $134,532-46.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -20.25% | 442.80%-463.0pp | 190.81%-211.1pp | 418.27%-438.5pp |
| Employer contribution / active EE | $5,865 | $3,235+81.3% | $2,560+129.1% | $4,741+23.7% |
| Participant deferral / active EE | $8,192 | $4,770+71.7% | $3,848+112.9% | $6,401+28.0% |
| Admin fee / account holder | $6,261 | $10,441-40.0% | $6,266-0.1% | $11,429-45.2% |