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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 | $59,519 | $138,076-56.9% | $123,553-51.8% | $135,380-56.0% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -5.96% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,956 | $5,152-62.0% | $4,628-57.7% | $4,779-59.1% |
| Participant deferral / active EE | $5,253 | $6,800-22.7% | $6,426-18.3% | $5,609-6.4% |
| Admin fee / account holder | $7,191 | $10,917-34.1% | $9,284-22.6% | $10,828-33.6% |