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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 | $84,798 | $138,075-38.6% | $123,552-31.4% | $135,379-37.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.33% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $3,110 | $5,152-39.6% | $4,628-32.8% | $4,779-34.9% |
| Participant deferral / active EE | $6,725 | $6,800-1.1% | $6,426+4.6% | $5,609+19.9% |
| Admin fee / account holder | $976 | $10,917-91.1% | $9,285-89.5% | $10,828-91.0% |