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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 | $31,813 | $138,075-77.0% | $123,552-74.3% | $135,379-76.5% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -5.14% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $2,396 | $5,152-53.5% | $4,628-48.2% | $4,779-49.9% |
| Participant deferral / active EE | $3,919 | $6,800-42.4% | $6,426-39.0% | $5,609-30.1% |
| Admin fee / account holder | $7,478 | $10,917-31.5% | $9,285-19.5% | $10,828-30.9% |