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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 | $72,788 | $138,075-47.3% | $123,552-41.1% | $135,379-46.2% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -7.48% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,432 | $5,152-52.8% | $4,628-47.4% | $4,779-49.1% |
| Participant deferral / active EE | $9,791 | $6,800+44.0% | $6,426+52.4% | $5,609+74.6% |
| Admin fee / account holder | $305 | $10,917-97.2% | $9,285-96.7% | $10,828-97.2% |