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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 | $45,918 | $138,075-66.7% | $123,552-62.8% | $135,379-66.1% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -8.01% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $2,670 | $5,152-48.2% | $4,628-42.3% | $4,779-44.1% |
| Participant deferral / active EE | $5,626 | $6,800-17.3% | $6,426-12.5% | $5,609+0.3% |
| Admin fee / account holder | $2,485 | $10,917-77.2% | $9,285-73.2% | $10,828-77.0% |