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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 | $43,127 | $138,076-68.8% | $123,553-65.1% | $135,380-68.1% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -2.44% | 153.70%-156.1pp | 119.21%-121.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $1,793 | $5,152-65.2% | $4,628-61.3% | $4,779-62.5% |
| Participant deferral / active EE | $3,405 | $6,800-49.9% | $6,426-47.0% | $5,609-39.3% |
| Admin fee / account holder | $10,404 | $10,917-4.7% | $9,284+12.1% | $10,828-3.9% |