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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 | $72,045 | $138,075-47.8% | $123,552-41.7% | $135,379-46.8% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -5.94% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $3,125 | $5,152-39.3% | $4,628-32.5% | $4,779-34.6% |
| Participant deferral / active EE | $7,196 | $6,800+5.8% | $6,426+12.0% | $5,609+28.3% |
| Admin fee / account holder | $14,946 | $10,917+36.9% | $9,285+61.0% | $10,828+38.0% |