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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 | $37,225 | $138,076-73.0% | $123,553-69.9% | $135,380-72.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.39% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,404 | $5,152-53.3% | $4,628-48.1% | $4,779-49.7% |
| Participant deferral / active EE | $9,394 | $6,800+38.2% | $6,426+46.2% | $5,609+67.5% |
| Admin fee / account holder | $17,029 | $10,917+56.0% | $9,284+83.4% | $10,828+57.3% |