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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 | $92,167 | $138,075-33.2% | $123,552-25.4% | $135,379-31.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -2.66% | 153.70%-156.4pp | 119.20%-121.9pp | 519.79%-522.4pp |
| Employer contribution / active EE | $2,347 | $5,152-54.4% | $4,628-49.3% | $4,779-50.9% |
| Participant deferral / active EE | $6,729 | $6,800-1.0% | $6,426+4.7% | $5,609+20.0% |
| Admin fee / account holder | $262,402 | $10,917+2303.6% | $9,285+2726.2% | $10,828+2323.4% |