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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 | $65,654 | $138,076-52.5% | $123,553-46.9% | $135,380-51.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.22% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $6,274 | $5,152+21.8% | $4,628+35.6% | $4,779+31.3% |
| Participant deferral / active EE | $10,031 | $6,800+47.5% | $6,426+56.1% | $5,609+78.8% |
| Admin fee / account holder | $30,256 | $10,917+177.2% | $9,284+225.9% | $10,828+179.4% |