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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 | $52,387 | $90,607-42.2% | $79,467-34.1% | $135,380-61.3% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -6.69% | 977.74%-984.4pp | 718.30%-725.0pp | 519.81%-526.5pp |
| Employer contribution / active EE | $3,225 | $3,068+5.1% | $2,800+15.2% | $4,779-32.5% |
| Participant deferral / active EE | $3,825 | $4,050-5.6% | $3,704+3.3% | $5,609-31.8% |
| Admin fee / account holder | $1,423 | $5,895-75.9% | $5,104-72.1% | $10,828-86.9% |