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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 | $45,936 | $138,072-66.7% | $123,549-62.8% | $135,382-66.1% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -5.29% | 153.69%-159.0pp | 119.20%-124.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $2,402 | $5,152-53.4% | $4,628-48.1% | $4,779-49.7% |
| Participant deferral / active EE | $5,103 | $6,799-25.0% | $6,426-20.6% | $5,609-9.0% |
| Admin fee / account holder | $5,378 | $10,917-50.7% | $9,284-42.1% | $10,829-50.3% |