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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 | $33,898 | $138,076-75.4% | $123,553-72.6% | $135,380-75.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.97% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $3,145 | $5,152-38.9% | $4,628-32.0% | $4,779-34.2% |
| Participant deferral / active EE | $3,074 | $6,800-54.8% | $6,426-52.2% | $5,609-45.2% |
| Admin fee / account holder | $1,791 | $10,917-83.6% | $9,284-80.7% | $10,828-83.5% |