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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 | $108,659 | $138,075-21.3% | $123,552-12.1% | $135,379-19.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.06% | 153.70%-162.8pp | 119.20%-128.3pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,297 | $5,152-55.4% | $4,628-50.4% | $4,779-51.9% |
| Participant deferral / active EE | $6,835 | $6,800+0.5% | $6,426+6.4% | $5,609+21.9% |
| Admin fee / account holder | $1,515 | $10,917-86.1% | $9,285-83.7% | $10,828-86.0% |