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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 | $65,605 | $138,075-52.5% | $123,552-46.9% | $135,379-51.5% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.64% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $1,877 | $5,152-63.6% | $4,628-59.5% | $4,779-60.7% |
| Participant deferral / active EE | $5,904 | $6,800-13.2% | $6,426-8.1% | $5,609+5.3% |
| Admin fee / account holder | $4,580 | $10,917-58.0% | $9,285-50.7% | $10,828-57.7% |