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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 | $56,012 | $138,075-59.4% | $123,552-54.7% | $135,379-58.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.90% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $2,587 | $5,152-49.8% | $4,628-44.1% | $4,779-45.9% |
| Participant deferral / active EE | $7,489 | $6,800+10.1% | $6,426+16.5% | $5,609+33.5% |
| Admin fee / account holder | $4,317 | $10,917-60.5% | $9,285-53.5% | $10,828-60.1% |