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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 | $45,649 | $138,072-66.9% | $123,549-63.1% | $135,382-66.3% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.79% | 153.69%-160.5pp | 119.20%-126.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $1,885 | $5,152-63.4% | $4,628-59.3% | $4,779-60.6% |
| Participant deferral / active EE | $3,574 | $6,799-47.4% | $6,426-44.4% | $5,609-36.3% |
| Admin fee / account holder | $603 | $10,917-94.5% | $9,284-93.5% | $10,829-94.4% |