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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 | $27,469 | $138,076-80.1% | $123,553-77.8% | $135,380-79.7% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | -7.39% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,749 | $5,152-66.1% | $4,628-62.2% | $4,779-63.4% |
| Participant deferral / active EE | $4,827 | $6,800-29.0% | $6,426-24.9% | $5,609-13.9% |
| Admin fee / account holder | $3,206 | $10,917-70.6% | $9,284-65.5% | $10,828-70.4% |