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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 | $50,120 | $90,617-44.7% | $79,476-36.9% | $135,382-63.0% |
| Participation rate | 86.4% | 76.1%+10.3pp | 73.3%+13.0pp | 82.6%+3.7pp |
| Annual return | -6.13% | 977.57%-983.7pp | 718.21%-724.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,571 | $3,068-48.8% | $2,800-43.9% | $4,779-67.1% |
| Participant deferral / active EE | $1,905 | $4,050-53.0% | $3,704-48.6% | $5,609-66.0% |
| Admin fee / account holder | $10,702 | $5,907+81.2% | $5,113+109.3% | $10,829-1.2% |