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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 | $43,554 | $90,606-51.9% | $79,466-45.2% | $135,379-67.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -8.22% | 977.69%-985.9pp | 718.28%-726.5pp | 519.79%-528.0pp |
| Employer contribution / active EE | $2,034 | $3,068-33.7% | $2,800-27.4% | $4,779-57.4% |
| Participant deferral / active EE | $4,309 | $4,050+6.4% | $3,704+16.3% | $5,609-23.2% |
| Admin fee / account holder | $1,440 | $5,895-75.6% | $5,104-71.8% | $10,828-86.7% |