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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 | $27,117 | $97,729-72.3% | $83,830-67.7% | $135,379-80.0% |
| Participation rate | 82.6% | 80.0%+2.7pp | 76.1%+6.5pp | 82.6%0pp |
| Annual return | -5.95% | 1287.52%-1293.5pp | 850.97%-856.9pp | 519.79%-525.7pp |
| Employer contribution / active EE | $2,080 | $4,222-50.7% | $3,631-42.7% | $4,779-56.5% |
| Participant deferral / active EE | $2,858 | $4,683-39.0% | $4,082-30.0% | $5,609-49.1% |
| Admin fee / account holder | $10,737 | $6,674+60.9% | $5,479+96.0% | $10,828-0.8% |