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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 | $110,050 | $138,076-20.3% | $123,553-10.9% | $135,380-18.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.15% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $2,159 | $5,152-58.1% | $4,628-53.3% | $4,779-54.8% |
| Participant deferral / active EE | $6,450 | $6,800-5.1% | $6,426+0.4% | $5,609+15.0% |
| Admin fee / account holder | $1,381 | $10,917-87.4% | $9,284-85.1% | $10,828-87.3% |