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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 | $36,561 | $138,076-73.5% | $123,553-70.4% | $135,380-73.0% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -5.99% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,406 | $5,152-53.3% | $4,628-48.0% | $4,779-49.7% |
| Participant deferral / active EE | $4,312 | $6,800-36.6% | $6,426-32.9% | $5,609-23.1% |
| Admin fee / account holder | $1,026 | $10,917-90.6% | $9,284-88.9% | $10,828-90.5% |