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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 | $29,599 | $138,076-78.6% | $123,553-76.0% | $135,380-78.1% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.48% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $4,438 | $5,152-13.9% | $4,628-4.1% | $4,779-7.1% |
| Participant deferral / active EE | $5,258 | $6,800-22.7% | $6,426-18.2% | $5,609-6.3% |
| Admin fee / account holder | $2,789 | $10,917-74.5% | $9,284-70.0% | $10,828-74.2% |