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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 | $116,051 | $138,072-15.9% | $123,549-6.1% | $135,382-14.3% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -2.47% | 153.69%-156.2pp | 119.20%-121.7pp | 519.77%-522.2pp |
| Employer contribution / active EE | $2,710 | $5,152-47.4% | $4,628-41.4% | $4,779-43.3% |
| Participant deferral / active EE | $10,620 | $6,799+56.2% | $6,426+65.3% | $5,609+89.3% |
| Admin fee / account holder | $14,063 | $10,917+28.8% | $9,284+51.5% | $10,829+29.9% |