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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 | $52,583 | $92,766-43.3% | $82,763-36.5% | $134,545-60.9% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -10.17% | 946.97%-957.1pp | 702.45%-712.6pp | 418.37%-428.5pp |
| Employer contribution / active EE | $1,786 | $3,273-45.4% | $3,008-40.6% | $4,742-62.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,115 | $5,978-64.6% | $5,325-60.3% | $11,431-81.5% |