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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 | $74,474 | $138,075-46.1% | $123,552-39.7% | $135,379-45.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.85% | 153.70%-157.5pp | 119.20%-123.1pp | 519.79%-523.6pp |
| Employer contribution / active EE | $3,043 | $5,152-40.9% | $4,628-34.3% | $4,779-36.3% |
| Participant deferral / active EE | $4,035 | $6,800-40.7% | $6,426-37.2% | $5,609-28.1% |
| Admin fee / account holder | $562 | $10,917-94.9% | $9,285-93.9% | $10,828-94.8% |