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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 | $35,415 | $138,075-74.4% | $123,552-71.3% | $135,379-73.8% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -7.59% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $2,641 | $5,152-48.7% | $4,628-42.9% | $4,779-44.7% |
| Participant deferral / active EE | $4,605 | $6,800-32.3% | $6,426-28.3% | $5,609-17.9% |
| Admin fee / account holder | $309 | $10,917-97.2% | $9,285-96.7% | $10,828-97.1% |