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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 | $79,438 | $138,072-42.5% | $123,549-35.7% | $135,382-41.3% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -7.35% | 153.69%-161.0pp | 119.20%-126.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $1,978 | $5,152-61.6% | $4,628-57.3% | $4,779-58.6% |
| Participant deferral / active EE | $7,343 | $6,799+8.0% | $6,426+14.3% | $5,609+30.9% |
| Admin fee / account holder | $990 | $10,917-90.9% | $9,284-89.3% | $10,829-90.9% |