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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 | $81,212 | $138,075-41.2% | $123,552-34.3% | $135,379-40.0% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -8.67% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $2,700 | $5,152-47.6% | $4,628-41.7% | $4,779-43.5% |
| Participant deferral / active EE | $5,875 | $6,800-13.6% | $6,426-8.6% | $5,609+4.7% |
| Admin fee / account holder | $2,465 | $10,917-77.4% | $9,285-73.4% | $10,828-77.2% |