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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 | $59,889 | $138,076-56.6% | $123,553-51.5% | $135,380-55.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.88% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $5,911 | $5,152+14.7% | $4,628+27.7% | $4,779+23.7% |
| Participant deferral / active EE | $7,413 | $6,800+9.0% | $6,426+15.4% | $5,609+32.2% |
| Admin fee / account holder | $313 | $10,917-97.1% | $9,284-96.6% | $10,828-97.1% |