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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 | $56,026 | $138,076-59.4% | $123,553-54.7% | $135,380-58.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -5.47% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,473 | $5,152-52.0% | $4,628-46.6% | $4,779-48.3% |
| Participant deferral / active EE | $4,883 | $6,800-28.2% | $6,426-24.0% | $5,609-12.9% |
| Admin fee / account holder | $679 | $10,917-93.8% | $9,284-92.7% | $10,828-93.7% |