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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 | $58,809 | $90,617-35.1% | $79,476-26.0% | $135,382-56.6% |
| Participation rate | 80.0% | 76.1%+3.9pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -7.31% | 977.57%-984.9pp | 718.21%-725.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $3,079 | $3,068+0.4% | $2,800+9.9% | $4,779-35.6% |
| Participant deferral / active EE | $2,282 | $4,050-43.7% | $3,704-38.4% | $5,609-59.3% |
| Admin fee / account holder | $18,460 | $5,907+212.5% | $5,113+261.0% | $10,829+70.5% |