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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 | $149,438 | $180,466-17.2% | $154,114-3.0% | $135,382+10.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -4.97% | 888.15%-893.1pp | 735.16%-740.1pp | 519.77%-524.7pp |
| Employer contribution / active EE | $1,496 | $6,035-75.2% | $5,298-71.8% | $4,779-68.7% |
| Participant deferral / active EE | $3,922 | $5,806-32.5% | $5,081-22.8% | $5,609-30.1% |
| Admin fee / account holder | $15,068 | $16,144-6.7% | $13,411+12.4% | $10,829+39.1% |