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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 | $36,070 | $92,766-61.1% | $82,763-56.4% | $134,545-73.2% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -8.12% | 946.97%-955.1pp | 702.45%-710.6pp | 418.37%-426.5pp |
| Employer contribution / active EE | $2,823 | $3,273-13.7% | $3,008-6.1% | $4,742-40.5% |
| Participant deferral / active EE | $4,825 | $4,802+0.5% | $4,395+9.8% | $6,401-24.6% |
| Admin fee / account holder | $883 | $5,978-85.2% | $5,325-83.4% | $11,431-92.3% |