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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 | $121,300 | $138,072-12.1% | $123,549-1.8% | $135,382-10.4% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -1.51% | 153.69%-155.2pp | 119.20%-120.7pp | 519.77%-521.3pp |
| Employer contribution / active EE | $2,047 | $5,152-60.3% | $4,628-55.8% | $4,779-57.2% |
| Participant deferral / active EE | $5,942 | $6,799-12.6% | $6,426-7.5% | $5,609+5.9% |
| Admin fee / account holder | $35,322 | $10,917+223.6% | $9,284+280.4% | $10,829+226.2% |