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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 | $43,068 | $92,766-53.6% | $82,763-48.0% | $134,545-68.0% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -12.85% | 946.97%-959.8pp | 702.45%-715.3pp | 418.37%-431.2pp |
| Employer contribution / active EE | $2,456 | $3,273-25.0% | $3,008-18.4% | $4,742-48.2% |
| Participant deferral / active EE | $4,782 | $4,802-0.4% | $4,395+8.8% | $6,401-25.3% |
| Admin fee / account holder | $18,437 | $5,978+208.4% | $5,325+246.2% | $11,431+61.3% |