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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 | $34,911 | $90,607-61.5% | $79,467-56.1% | $135,380-74.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -7.87% | 977.74%-985.6pp | 718.30%-726.2pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,061 | $3,068-0.2% | $2,800+9.3% | $4,779-35.9% |
| Participant deferral / active EE | $4,790 | $4,050+18.3% | $3,704+29.3% | $5,609-14.6% |
| Admin fee / account holder | $2,075 | $5,895-64.8% | $5,104-59.3% | $10,828-80.8% |