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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 | $40,203 | $138,076-70.9% | $123,553-67.5% | $135,380-70.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.40% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,019 | $5,152-60.8% | $4,628-56.4% | $4,779-57.8% |
| Participant deferral / active EE | $5,044 | $6,800-25.8% | $6,426-21.5% | $5,609-10.1% |
| Admin fee / account holder | $1,383 | $10,917-87.3% | $9,284-85.1% | $10,828-87.2% |