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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 | $50,659 | $138,075-63.3% | $123,552-59.0% | $135,379-62.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.49% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,432 | $5,152-52.8% | $4,628-47.5% | $4,779-49.1% |
| Participant deferral / active EE | $10,240 | $6,800+50.6% | $6,426+59.4% | $5,609+82.6% |
| Admin fee / account holder | $7,500 | $10,917-31.3% | $9,285-19.2% | $10,828-30.7% |