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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 | $47,150 | $138,076-65.9% | $123,553-61.8% | $135,380-65.2% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -7.47% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $2,320 | $5,152-55.0% | $4,628-49.9% | $4,779-51.4% |
| Participant deferral / active EE | $5,451 | $6,800-19.8% | $6,426-15.2% | $5,609-2.8% |
| Admin fee / account holder | $344 | $10,917-96.8% | $9,284-96.3% | $10,828-96.8% |