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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 | $113,009 | $138,075-18.2% | $123,552-8.5% | $135,379-16.5% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -7.28% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $1,769 | $5,152-65.7% | $4,628-61.8% | $4,779-63.0% |
| Participant deferral / active EE | $4,851 | $6,800-28.7% | $6,426-24.5% | $5,609-13.5% |
| Admin fee / account holder | $13,669 | $10,917+25.2% | $9,285+47.2% | $10,828+26.2% |