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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 | $32,133 | $138,076-76.7% | $123,553-74.0% | $135,380-76.3% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -8.49% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,590 | $5,152-69.1% | $4,628-65.7% | $4,779-66.7% |
| Participant deferral / active EE | $6,569 | $6,800-3.4% | $6,426+2.2% | $5,609+17.1% |
| Admin fee / account holder | $925 | $10,917-91.5% | $9,284-90.0% | $10,828-91.5% |