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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 | $86,393 | $138,075-37.4% | $123,552-30.1% | $135,379-36.2% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -4.75% | 153.70%-158.4pp | 119.20%-124.0pp | 519.79%-524.5pp |
| Employer contribution / active EE | $4,409 | $5,152-14.4% | $4,628-4.7% | $4,779-7.7% |
| Participant deferral / active EE | $5,810 | $6,800-14.6% | $6,426-9.6% | $5,609+3.6% |
| Admin fee / account holder | $1,951 | $10,917-82.1% | $9,285-79.0% | $10,828-82.0% |