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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 | $42,015 | $138,076-69.6% | $123,553-66.0% | $135,380-69.0% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -6.01% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,707 | $5,152-66.9% | $4,628-63.1% | $4,779-64.3% |
| Participant deferral / active EE | $6,007 | $6,800-11.7% | $6,426-6.5% | $5,609+7.1% |
| Admin fee / account holder | $2,819 | $10,917-74.2% | $9,284-69.6% | $10,828-74.0% |