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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 | $88,026 | $92,766-5.1% | $82,763+6.4% | $134,545-34.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -14.27% | 946.97%-961.2pp | 702.45%-716.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,271 | $3,273-61.2% | $3,008-57.7% | $4,742-73.2% |
| Participant deferral / active EE | $2,695 | $4,802-43.9% | $4,395-38.7% | $6,401-57.9% |
| Admin fee / account holder | $1,105 | $5,978-81.5% | $5,325-79.2% | $11,431-90.3% |