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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 | $79,131 | $138,075-42.7% | $123,552-36.0% | $135,379-41.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.70% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $4,528 | $5,152-12.1% | $4,628-2.2% | $4,779-5.3% |
| Participant deferral / active EE | $3,885 | $6,800-42.9% | $6,426-39.5% | $5,609-30.7% |
| Admin fee / account holder | $2,690 | $10,917-75.4% | $9,285-71.0% | $10,828-75.2% |