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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 | $94,097 | $138,076-31.9% | $123,553-23.8% | $135,380-30.5% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -5.71% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,574 | $5,152-50.0% | $4,628-44.4% | $4,779-46.1% |
| Participant deferral / active EE | $3,694 | $6,800-45.7% | $6,426-42.5% | $5,609-34.1% |
| Admin fee / account holder | $3,506 | $10,917-67.9% | $9,284-62.2% | $10,828-67.6% |