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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 | $44,850 | $138,076-67.5% | $123,553-63.7% | $135,380-66.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.92% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,360 | $5,152-54.2% | $4,628-49.0% | $4,779-50.6% |
| Participant deferral / active EE | $9,098 | $6,800+33.8% | $6,426+41.6% | $5,609+62.2% |
| Admin fee / account holder | $353 | $10,917-96.8% | $9,284-96.2% | $10,828-96.7% |