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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 | $80,975 | $138,076-41.4% | $123,553-34.5% | $135,380-40.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -4.58% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $2,840 | $5,152-44.9% | $4,628-38.6% | $4,779-40.6% |
| Participant deferral / active EE | $7,447 | $6,800+9.5% | $6,426+15.9% | $5,609+32.8% |
| Admin fee / account holder | $6,993 | $10,917-35.9% | $9,284-24.7% | $10,828-35.4% |