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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 | $65,598 | $138,075-52.5% | $123,552-46.9% | $135,379-51.5% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -9.02% | 153.70%-162.7pp | 119.20%-128.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,801 | $5,152-45.6% | $4,628-39.5% | $4,779-41.4% |
| Participant deferral / active EE | $7,211 | $6,800+6.0% | $6,426+12.2% | $5,609+28.6% |
| Admin fee / account holder | $327 | $10,917-97.0% | $9,285-96.5% | $10,828-97.0% |