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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 | $25,525 | $90,607-71.8% | $79,467-67.9% | $135,380-81.1% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -5.33% | 977.74%-983.1pp | 718.30%-723.6pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,581 | $3,068-15.9% | $2,800-7.8% | $4,779-46.0% |
| Participant deferral / active EE | $2,814 | $4,050-30.5% | $3,704-24.0% | $5,609-49.8% |
| Admin fee / account holder | $3,738 | $5,895-36.6% | $5,104-26.8% | $10,828-65.5% |