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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 | $47,751 | $138,075-65.4% | $123,552-61.4% | $135,379-64.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.04% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $4,023 | $5,152-21.9% | $4,628-13.1% | $4,779-15.8% |
| Participant deferral / active EE | $8,966 | $6,800+31.9% | $6,426+39.5% | $5,609+59.8% |
| Admin fee / account holder | $11,155 | $10,917+2.2% | $9,285+20.1% | $10,828+3.0% |