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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 | $22,018 | $138,076-84.1% | $123,553-82.2% | $135,380-83.7% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -5.12% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $4,042 | $5,152-21.5% | $4,628-12.7% | $4,779-15.4% |
| Participant deferral / active EE | $8,697 | $6,800+27.9% | $6,426+35.3% | $5,609+55.1% |
| Admin fee / account holder | $5,824 | $10,917-46.7% | $9,284-37.3% | $10,828-46.2% |