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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 | $115,008 | $138,076-16.7% | $123,553-6.9% | $135,380-15.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.37% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,506 | $5,152-51.4% | $4,628-45.8% | $4,779-47.6% |
| Participant deferral / active EE | $8,495 | $6,800+24.9% | $6,426+32.2% | $5,609+51.5% |
| Admin fee / account holder | $1,572 | $10,917-85.6% | $9,284-83.1% | $10,828-85.5% |