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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 | $65,632 | $138,076-52.5% | $123,553-46.9% | $135,380-51.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.87% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $3,083 | $5,152-40.2% | $4,628-33.4% | $4,779-35.5% |
| Participant deferral / active EE | $6,876 | $6,800+1.1% | $6,426+7.0% | $5,609+22.6% |
| Admin fee / account holder | $361 | $10,917-96.7% | $9,284-96.1% | $10,828-96.7% |