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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 | $46,311 | $138,075-66.5% | $123,552-62.5% | $135,379-65.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -1.57% | 153.70%-155.3pp | 119.20%-120.8pp | 519.79%-521.4pp |
| Employer contribution / active EE | $2,240 | $5,152-56.5% | $4,628-51.6% | $4,779-53.1% |
| Participant deferral / active EE | $9,187 | $6,800+35.1% | $6,426+43.0% | $5,609+63.8% |
| Admin fee / account holder | $438 | $10,917-96.0% | $9,285-95.3% | $10,828-96.0% |