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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 | $87,112 | $138,076-36.9% | $123,553-29.5% | $135,380-35.7% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -4.26% | 153.70%-158.0pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,751 | $5,152-66.0% | $4,628-62.2% | $4,779-63.4% |
| Participant deferral / active EE | $6,878 | $6,800+1.2% | $6,426+7.0% | $5,609+22.6% |
| Admin fee / account holder | $39,083 | $10,917+258.0% | $9,284+320.9% | $10,828+260.9% |