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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 | $80,409 | $138,075-41.8% | $123,552-34.9% | $135,379-40.6% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -8.84% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $4,033 | $5,152-21.7% | $4,628-12.9% | $4,779-15.6% |
| Participant deferral / active EE | $9,155 | $6,800+34.6% | $6,426+42.5% | $5,609+63.2% |
| Admin fee / account holder | $529 | $10,917-95.2% | $9,285-94.3% | $10,828-95.1% |