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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 | $22,174 | $92,684-76.1% | $82,706-73.2% | $134,509-83.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -11.91% | 945.84%-957.8pp | 701.76%-713.7pp | 418.13%-430.0pp |
| Employer contribution / active EE | $2,128 | $3,272-35.0% | $3,007-29.2% | $4,741-55.1% |
| Participant deferral / active EE | $4,639 | $4,800-3.4% | $4,394+5.6% | $6,400-27.5% |
| Admin fee / account holder | $40,617 | $5,982+579.0% | $5,329+662.3% | $11,427+255.5% |