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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 | $102,139 | $138,076-26.0% | $123,553-17.3% | $135,380-24.6% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.17% | 153.70%-161.9pp | 119.21%-127.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $4,495 | $5,152-12.7% | $4,628-2.9% | $4,779-5.9% |
| Participant deferral / active EE | $7,456 | $6,800+9.7% | $6,426+16.0% | $5,609+32.9% |
| Admin fee / account holder | $495 | $10,917-95.5% | $9,284-94.7% | $10,828-95.4% |