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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 | $57,891 | $90,607-36.1% | $79,467-27.2% | $135,380-57.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -5.89% | 977.74%-983.6pp | 718.30%-724.2pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,753 | $3,068-42.8% | $2,800-37.4% | $4,779-63.3% |
| Participant deferral / active EE | $1,875 | $4,050-53.7% | $3,704-49.4% | $5,609-66.6% |
| Admin fee / account holder | $27,158 | $5,895+360.7% | $5,104+432.1% | $10,828+150.8% |